Craig Steven Hagen

Senior Vice President, Private Client Advisor

Professional Profile

Craig Hagen is a Senior Vice President and Private Client Advisor at Bank of America Private Bank.  He brings 20 years of wealth management experience serving high-net worth families and business owners.  Craig is committed to working with clients who are thoughtful about the impact their financial decisions create for their families and their communities. He leverages the resources of Bank of America to help his clients achieve their lifestyle, business and philanthropic goals.  Craig also collaborates with a team of Private Bank professionals who are highly skilled in the areas of fiduciary investment management, custom and traditional credit and lending capabilities, philanthropic advisory.  The team also provides counsel regarding trust and estate planning, business succession planning, and pre- and post-business sale tax planning.  By focusing on a deep understanding of his clients’ needs, passions and objectives, Craig and his team are well equipped to guide them and their families through every stage of their financial lives. 

Craig earned his B.A. with a Finance concentration from Central University of Iowa.  An active member of his community, he is involved with East Valley Big Brother/Big Sisters, Feed My Starving Children and Gift of Life/Be The Match.    

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (Private Bank) has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.