We are thrilled to announce that Craig Walling has joined the board of directors at Wealth Access! His addition marks a significant milestone for our company as we continue to grow and innovate in the wealth management space.
A Longstanding Relationship with David
David, our CEO, has had the privilege of knowing Craig for the last five years. Their longstanding relationship is rooted in shared values, trust, and a mutual passion for transforming the wealth management industry.
A Proven Leader in the Industry
Craig is highly respected in the wealth management industry, having served as Chairman & CEO of UBS Trust Company, CEO of US Trust, CEO of Charles Schwab Europe, and led several other financial businesses. He is currently the President of Integrity Wealth, a newly designated Wealth Management vertical complementing the established Health and Life Business lines at Integrity.
As President of Integrity Wealth, he leads the wealth management and planning division, driving success and growth across all wealth partners and affiliation models. Craig is deeply committed to providing holistic planning solutions to millions of underserved American consumers—a mission that aligns closely with our values at Wealth Access.
Craig’s Vision for Wealth Access
Craig has always been a champion of bringing wealth management to the forefront, and his vision aligns perfectly with Wealth Access’ mission to empower individuals and financial institutions through seamless data integration and innovative technology. His forward-thinking approach will help us continue to build on our platform’s success and ensure that we’re meeting the evolving needs of the industry.
As a board member, Craig will provide guidance on several key areas, including:
- Strategic Growth: Helping us identify new opportunities for expansion and guiding us through the complexities of the financial services industry.
- Innovation: Ensuring we continue to lead with cutting-edge solutions that meet the evolving needs of our clients.
- Industry Leadership: Strengthening our position as a thought leader in the wealth management space, helping us further differentiate ourselves in the marketplace.
“I attended Wealth Access’ annual Summit last year, and I was truly impressed by how they’re bringing together great minds to solve problems and bring innovation to a space that’s often considered secondary or tertiary. I’m thrilled to join the board to help guide their mission and open doors for their success in any way I can.”
Craig’s leadership, global experience, and passion for innovation will be invaluable as we continue to push the boundaries of wealth management. We are incredibly excited to have him on board and look forward to the insights and expertise he will bring.
