Collis Wealth Management Group

Merrill Lynch Wealth Management
800 Willamette Street
Suite 650
Eugene, OR 97401
(541) 342-5634
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Whether you are looking for wealth management planning, investment management, or assistance with planning for your retirement, we can help you develop a wealth management approach for your situation and goals. Our team serves successful individuals and families, medical professionals and retirement plans. We will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
Collis Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Randall Collis
Managing Director, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019
(Published on February 20, 2020. Rankings based on data as of June 30, 2018.)
Show more recognition
About Us
Mission Statement

Experience matters, and we believe we have the kind of experience that can bring you a valuable life perspective. Merrill's wealth management planning is customized to help you address your unique concerns and goals, one-by-one. A disciplined planning process is followed to better understand how you think and feel about investing. That helps us assess the financial resources necessary to pursue each specific goal, such as retirement income planning, education funding and wealth transfer. Knowing the right questions to ask, the team offers access to a global network of research and specialists, and we can help create a framework designed to optimize your short- and long-range goals.

Meet Our Team
Randall Collis,

CIMA®,CPFA™

Managing Director, Senior Resident Director - Wealth Management Advisor
541.342.5634
Casey McCright,

CFP®,CKP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
541.342.5650
Irina Pack,

CFA®,CFP®

Senior Financial Advisor
541.342.5642
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.