Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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.
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.
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.
English
University of Oregon
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #432347
Wealth Strategist
Merrill
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
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.
Transcript of Video
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.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.