Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Cass Jenkins launched his career in 1992 with a Bachelor of Science degree from Texas Christian University. After graduation, Cass spent 7 years in law enforcement. Cass has been with Merrill Lynch since 2002. Cass is actively involved in the community as a school volunteer within FWISD schools and TCU Alumni group. Born and raised in Fort Worth and is a graduate of Paschal High, Weatherford College and TCU. Cass lives in Fort Worth with his wife Jeanne, two daughters Allie/Abby and two step daughters Abby/Aidan.
Cass has earned the designation of Certified Private Wealth Advisor®, delivered by the Investments & Wealth Institute™ which is taught in conjunction with The University of Chicago Booth School of Business.
Cass has been Sales Manager of Fort Worth Market since September of 2015. He is licensed as a Life and Health Insurance Agent in Texas and also holds Series 7,9,10,63 and 66 FINRA registrations.
Cass uses his diverse background to help clients clarify their tolerance for risk and focus on their goals. Cass believes people are more likely to be satisfied and successful when they build on their personal values. He helps clients design and administer financial programs that reflect their commitments. Statistical models and other strategies are used that balance financial risks and anticipated returns to match the client's profile and needs. Regularly scheduled reviews help insure that the program stays on track and is current with changes in the client's life circumstances.
“Being an effective advisor means appreciating a client’s concerns and challenges,” Cass points out, “Many clients are selling a business and eyeing the next opportunity – others are moving closer to retirement, or moving closer to family. As they enter a new life stage, whether as a business owner, entrepreneur, widow, retiree or divorcee, some worry about their identities and quality of life. Investment performance is important, but creating a thoughtful goals-based strategy and helping a client feel comfortable with it is critical."
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Texas Christian University
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.