Casey A McCright
800 WILLAMETTE STREET Suite 650
EUGENE, OR 97401
Phone: (541) 342-5650Email:
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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, NC, NV, OR, WA
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