Leadership

Craig M. Avery

Head of Onboarding and Transition Services, Managing Director

phone iconCall Craig M.

Craig joined First Clearing from Innovation & Strategy group, where he led the Business Process and Change Management teams, formalizing the capability of organizational change management within Wells Fargo Advisors (WFA).

But his connections to Wells Fargo Advisors go back to 2003 first, as a Wells Fargo Advisors Financial Network (FiNet) business owner and Financial Advisor at LioneStone Wealth Management, and later as both Regional Director of Recruiting and then Divisional Director of Business Development for FiNet. During his time in FiNet, Craig also built out FiNet’s Innovation & Growth team, which helped find new and better ways for FiNet business owners to grow and enhance equity in their independent practices.

For the last few years, Craig has been leading business development teams of First Clearing, charged with attracting Broker-Dealers, Financial Advisors, and the Registered Investment Advisor (RIA) to the First Clearing Platform. As the head of Onboarding and Transition Services, Craig manages teams focused on client firm satisfaction throughout their entire onboarding experience with First Clearing.
Prior to his employment with Wells Fargo, Craig spent time in management consulting at both Andersen Consulting and KPMG Consulting, as a Financial Advisor at Merrill Lynch, and as a senior leader with TMX Finance.

Craig is a 13-year veteran and former Captain of the U.S. Army, has been married 24 years to his wife, Eva, and has four children. Craig is very involved in several non-profit community organizations including leadership roles within the St. Louis VP Parade, Mary Queen of Peace Parish, and the Boy Scouts of America, as well as being a certified firearms instructor and survival skills instructor.

CAR-0622-00252

Craig M. Avery