Casey A McCright
800 WILLAMETTE STREET Suite 650
EUGENE, OR 97401
Phone: (541) 342-5650Email:
Save to Address Book
Casey McCright has been a financial advisor with Merrill Lynch in Eugene, Oregon since 2010 and began his financial services career in 2008. His practice is focused on working with business owners and clients approaching or enjoying retirement. Each client experiences a personalized relationship with a disciplined process, designed to enable the prudent accumulation and preservation of wealth.This process starts by examining exactly where your wealth stands today and what your goals are for tomorrow. After reviewing your current situation, a personalized roadmap is crafted by leveraging our professional experience in various financial situations, and the world class research of Merrill Lynch. This process helps you to achieve financial goals without unnecessary investment risk. Managing wealth is not about chasing gains, it is the art of planning that turns goals into reality.As part of his commitment to excellence in serving his clients, Casey holds the Chartered Retirement Planning CounselorSM designation awarded by The College for Financial Planning. Casey is also a Portfolio Advisor in the Merrill Lynch Personal Investment Advisory® (PIA) Program; this gives him the flexibility to make essential changes to client’s portfolios in a timely manner.Casey received his B.S in Business & Economics from The Lundquist College of Business at the University of Oregon. While living in Denmark, he studied Economics & Finance at The Copenhagen Business School. An active coach in the youth sports community, Casey is also an avid athlete. In fact, he spends much of his free time training for and participating in marathons, Ironman’s and road cycling.
Casey McCright is registered to do business in:AZ, CA, FL, NC, NV, OR, WA
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of BAC.
Investment products, insurance and annuity products:
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA™ Global Capital Management.