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 focus is working with business owners and families 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.Casey received his B.S in Business & Economics from The Lundquist College of Business at the University of Oregon. In addition, he studied Economics & Finance at The Copenhagen Business School. As part of his commitment to excellence in serving his clients, Casey holds the Chartered Retirement Planning Counselor SM, CRPC ® 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. Both Casey & his wife and love the outdoors, and are avid athlete’s. they enjoy hiking, marathons, trail running and road cycling.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning. Merrill Lynch Personal Investment Advisory® is a registered trademark of Bank of America Corporation.
Casey McCright is registered to do business in:AZ, CA, FL, NC, NV, OR, SD, WA
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