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Craig Worcester

Financial Advisor

Office: 207-942-6223
Fax: 207-942-1112
E-mail:
 

With 37 years of experience, , Craig began insurance and financial services career with Northwestern Mutual as a College Agent in 1983 while attending Husson College. After graduating in 1985 with a BS in Business Administration, he became a full-time agent with NML and also served in the role of College Unit Director and Investment Advisor with Robert W. Baird, Inc.

In 1997 Craig transitioned to the banking side of the industry and worked as an Insurance, Trust and Investment Specialist with Key's PrivateBank.  Three years later, he joined the management team at Union Trust in Ellsworth where he was responsible for the creation and leadership of the bank's Brokerage and Insurance division, Cornerstone Investment Services.

In 2001, following the merger of Union Trust with Camden National Bank, he moved to Bar Harbor Bank& Trust where he assumed the leadership of Bar Harbor Financial Services, and worked closely with the head of Bar Harbor Trust Services to realign the overall program of sales and sales management for the Investment and Trust Services divisions within the bank.

2013 returned Craig to private practice when he founded First Point Financial Services which aligned the financial services, life and disability offerings to Grindstone Financial Group, a locally owned Agency Group made up of 22 Property Casualty Agencies; an affiliation which remains in place.

After 5 years of close collaboration with Barresi in the employee benefits arena, the decision was made to combine First Point Financial and Barresi Financial in June of 2018.   Following the retirement of Marcus Barresi, this merger allowed us to leverage the various specialties and grow the business while rounding out our insurance and financial advisory offerings.

Craig makes his office  in our Bangor location and continues to work with clients in the Down east and Ellsworth area as well. He holds Life, Health, Property Casualty Insurance licenses as well as the Series 6,7, 63 and 65 Securities Licenses. He also has taken a lead role in the area of Medicare Supplement and Medicare Advantage planning.

Over the years Craig has attended and earned certifications in various industry educational programs including Cannon Trust School, Advanced Planning schools, and Several Sales Management programs.

A past member of the Million Dollar Round Table, a 10-year recipient of the National Sales Achievement Award, and the National Quality Award.  He is also a Founding Member and Past President of the Maine Planned Giving Society, The Chesley Husson Society, and past member and Board Member of the Bangor Noontime Kiwanis, and a founding member of the Bangor Breakfast Rotary.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck