Casey McCright
,
Senior Vice President, Wealth Management Advisor
NMLS #590181
800 Willamette Street
Eugene, OR 97401
541.342.5650
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Casey has developed a primary focus on Comprehensive Wealth Management & the Design and Management of qualified and non-qualified retirement plans. 

Casey joined Merrill Lynch Wealth Management 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 designation of Retirement Benefits Consultant (RBC) to help him serve qualified retirement plans. This designation 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 required to earn this designation 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, CPFATM designation.   

Casey lives in Eugene, Oregon and spends his time with his wife, two kids and black lab. They enjoy running, cycling and the many family focused things the Pacific Northwest has to offer.

Recognition
Forbes "Top Next-Generation Wealth Advisors", 2018
(Published on July 25, 2018. Rankings based on data as of March 31, 2018.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2022-2023
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
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Meet Our Professional Staff
Anne E Schrenk
Registered Senior Wealth Management Client Associate
541.342.5617
Derek R. Gould
Wealth Management Client Associate
541.342.5615
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jacob R. Olsen
Senior Wealth Management Lending Officer
NMLS #432347
Paul Stauffer
Wealth Strategies Advisor
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Casey McCright is registered to do business in AZ, CA, CO, DC, DE, FL, IA, ID, IL, KS, KY, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NV, NY, OR, SC, SD, TN, TX, UT, WA, WI.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.