Casey Mccright, Cfp®, C(K)P®, Cpfa®, Crpc™ Email & Phone Number

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.

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Mar 2010 - Present - New York, Ny, Us

  At Merrill, our advisors take a dynamic and individualized approach to helping clients address their financial needs. One that combines knowledge, experience and acumen with a deep understanding not just of a client's goals and objectives, but also of their lives, family, interests and passions. It truly reflects our philosophy of working closely with clients to help them live the lives they want and plan for the future. *Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. *C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc. *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. *Banking and lending services are through Bank of America, N.A.

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  University Of Oregon

  Bachelor'S Degree