Craig Despres

Wealth Management Advisor @Milestone Financial

Scottsdale, AZ, US
MOBILE NUMBERS
+14•••••••81

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WORK HISTORY

Jul 2023 — Present

Wealth Management Advisor @Milestone Financial

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At Milestone Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate. We customize our services to meet your personal needs, as well as those of your family or your business. We can provide you with the tools to maximize your resources and help you meet your financial goals.We are committed to the places where we work and live, whether it’s providing guidance to families caring for a loved one with special needs or being actively involved with local community-building organizations. We believe in supporting our communities through alliances, sponsorship and hands-on is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and representatives. Milestone Financial, LLC is not a subsidiary of MassMutual or its affiliated companies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, member SIPC®.

EDUCATION

1988 — 1992

University of Michigan

Bachelor of General Studies, Computer Science, Business Administration and Communications

1985 — 1988

Lee High School

Diploma

SKILLS

Business Process ImprovementInfrastructureData CenterStorage Area Network (San)Solution ArchitectureVmware InfrastructureVmwareSolution SellingVirtualizationIT OperationsNetworkingEnterprise SoftwareEnterprise ArchitectureProject ManagementIntegrationServersInformation TechnologySanManagementStrategyWindowsTelecommunicationsIT StrategyVendor ManagementDatabasesProcess ImprovementCloud ComputingDisaster RecoveryStrategic Planning

ABOUT CRAIG DESPRES

Craig Despres joined Milestone Financial as a Wealth Management Advisor in July of 2023 after finishing a successful 30-year career as a Chief Operations Officer in the Managed Services field of Information Technology. Craig has had the unique opportunity to observe and learn from his wife, Shana Despres, CFP®, ChFC®, CASL®, as she built a successful financial planning and wealth management practice over the same time frame. Craig witnessed first-hand the positive impact that financial planning provides when done with care, purpose, integrity, and discipline. It is because of the deep impact Shana has made on so many lives over the years, that inspired him to make this career change and join Shana in the financial services industry full time. Craig’s primary purpose in this new endeavor is to educate and assist individuals and businesses in securing their financial future and protecting the ones they care for. Although he looks forward to working with all individuals and businesses, he has a strong affinity to help those in the information technology field.He is Life, Accident and Health licensed. He also has his Series 7, Series 63 and Series 65.

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