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Casey D. Paton

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Profile

I provide a comprehensive approach to managing wealth that always begins with building a personal relationship with an individual and their family. 

By fully understanding each family's unique financial situation, including what life goals matters most to them, I help create a customized wealth management roadmap that can be flexible as their needs and market conditions change.

My position as a financial advisor allows me to provide my clients with access to the investment insights of Merrill and banking convenience of Bank of America as we work together to best address the various aspects of clients’ financial lives.

Every day I am driven by my passion for delivering excellent service, crafting long-term relationships, and helping people achieve their goals. 


Merrill Lynch advisors and client associates are known to be actively involved in the communities they serve. They devote significant time, energy, and resources to help create positive change in the areas in which they live and work.

When he's not in the office, Casey is enthusiastically involved with supporting charitable organizations such as the Ukulele Kids Club, as well as coaching youth baseball and soccer teams in his hometown of Lynnfield, MA.

  • EDUCATION

    Boston College

    Villanova University

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Belinda Nti

Belinda Nti

Insurance Associate Specialist

Merrill Lynch

profile photo

William R Vaughn

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #195385

John P Walsh

John P Walsh

Retirement Specialist

Merrill Lynch

Upcoming Events

Bright Horizons College Coach

September 29th, 2020|4:30 PM - 5:30 PM EST

Bright Horizons College Coach

 

Wondering which courses and activities will look better on your child’s application? 

Curious to know what admissions officers are looking for in the college essay? 

Need to understand how COVID-19’s impact changes any of this?  

This presentation will pull back the curtain on college admissions, examining the application process in detail – including how colleges review and evaluate transcripts, recommendation letters, essays and extracurricular activities. Families will gain valuable insight into how admissions works and learn important tips for submitting a successful application and avoiding common pitfalls.

    For more information: Casey.Paton@ml.com

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    My Mission

    I believe the biggest value I can provide for you is to help reduce the stress around how best to organize your financial life.

    My process focuses on taking the necessary time to get to know your unique situation, to ask smart questions and to listen carefully, and then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow.

    Together we'll design and implement a customized wealth management approach aligned with you and your family's personal financial goals while being cognizant of managing investment risk.

    My wealth management approach is ultimately about creating a dynamic roadmap to help turn goals into reality.

    Philosophy

    Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

    Approach

    Wealth Management is a dynamic process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you and your family. My job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your wealth management approach if and when necessary over time.

    Your approach to investing

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

    Understanding your goals and priorities

    Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

    Focus On Individuals and Families

    I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I’ll start by getting to know you and how you feel about the following seven life priorities.:

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring others and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together and defining your financial goals

     

    Growing Your Wealth

    No matter what your priorities are, I offer advice to help you turn your ambition into action. 

    Drawing on the many experienced investment professionals at Merrill I help you maintain a long-term focus while taking advantage of short-term opportunities. Through the Merrill Lynch Wealth Management Investment Advisory Program I offer custom strategies that deliver an appropriate balance of risk and reward, comprised of investment fund and manager offerings that have undergone a thorough evaluation process before they can be included in your portfolios. 

    All of my actions are grounded in a deep understanding of what matters most to you and complemented with regular review. I believe this approach will give you the power to help you meet your goals.

    Capabilities

    My  process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

    Your Financial Approach

    We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Planning Services4
    • Education Funding1
    • Insurance3
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds4
    • Private Foundations4
    • Charitable Trusts4
    FINANCE
    Using your finances to bring it all together
    • Merrill Investment Accounts1
    • Investment Advisory Accounts1
    • Alternative Investments1
    • Exchange-Traded Funds1
    • Mutual Funds1
    • Closed-end Funds1
    • Fixed Income Products1
    • Options1
    • Annuities3
    • Impact Portfolios1
    • Market-Linked Investments1
    • Securities-Based Lending2
    • Margin1
    • Home Loans2
    • Bank of America Checking and Savings Accounts2
    • Credit Cards2
    • Online Account Access1,2

    1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
    2 Banking, mortgage and home equity products offered by Bank of America, N.A.
    3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
    4 Trust and fiduciary services are provided by Bank of America Private Bank.

    Staying on Track

    We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


    Periodic reviews to help you
    stay on track

    We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


      Monitoring changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      Wealth Management Your Way

      MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

      Your advisor is a click away within our site or mobile apps

      You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

      Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

        Let’s Have a Conversation

        Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

        Why Merrill?

        As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


        Merrill_Capabilities_Brochure.png  

        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.