Casey has developed a primary focus on Comprehensive Wealth Management & the Design and Management of qualified and non-qualified retirement plans. Casey joined Merrill 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 Retirement Benefits Consultant (RBC) title to help him serve qualified retirement plans. He 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 he has 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.