Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

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Casey A McCright, C(k)P, CPFA, CFP, CRPC

Senior Vice President
Wealth Management Advisor
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Merrill Lynch
Wealth Management

Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Casey A McCright

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes "Best-in-State Next-Generation Wealth Advisors 2022
 Published on August 3, 2022. Rankings based on data as of March 31, 2022.

Forbes "Top Next-Generation Wealth Advisors" 2018
 Published on July 25, 2018. Rankings based on data as of March 31, 2018.

Forbes "Best-in-State Next-Generation Wealth Advisors 2019
Published on September 4, 2019. Rankings based on data as of March 31, 2019.

Click here to learn more about advisor recognitions

Profile

Casey has developed a primary focus on Comprehensive Wealth Management & the Design and Management of qualified and non-qualified retirement plans. 

Casey joined Merrill Lynch Wealth Management in 2010 and has been a Wealth Management Advisor since 2008. During his career, he has developed a niche practice focused on successful families, medical professionals and private businesses. It is because of this practice focus that he recognizes the importance of planning for multi-generational wealth. Casey values the client relationships he has sustained over the years and takes time to cultivate a deep understanding not just of a client’s goals and objectives, but also of their lives, family, interests and passions.

Casey received his BS in Business & Economics at the University of Oregon. Additionally, he attended The Copenhagen Business School in Denmark and received an International Economics Certificate.

As part of his commitment to excellence in serving private clients, Casey McCright is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor, CRPC® designation.   
                                                                         
As one of a select group of Merrill advisors, Casey has also earned the designation of Retirement Benefits Consultant (RBC) to help him serve qualified retirement plans. This designation is focused on defined contribution plans, allowing Casey to leverage the broad resources across the firm and deliver personalized service to focus on your businesses plan goals, and provide your organization access to our ERISA 3(21)(A)(ii) Fiduciary Advisory Services. He firmly believes that the knowledge and real-world experience required to earn this designation can help you add value to your plan and help support your employees on the path to financial wellness. In an effort to help ensure Retirement Plan Clients have access to true industry leading professionals, Casey holds the Certified 401K Professional designation C(k)P® and the Certified Plan Fiduciary Advisor, CPFA designation.   

Casey lives in Eugene, Oregon and spends his time with his wife, daughter and black lab. They enjoy running, cycling and the many family focused things the Pacific Northwest has to offer.

  • LANGUAGES

    English

  • EDUCATION

    University of Oregon

Professional Staff

Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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.

Jacob R. Olsen

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #432347

Paul Stauffer

Wealth Strategist

Merrill

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

Welcome

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make 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 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

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



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.



    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.

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      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.

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      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.


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      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.

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      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      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.