John Barret

John joined Merrill in 2012. Utilizing a team-based approach, he is dedicated to helping young professionals understand the impact that wealth management can have at an early age. Many are growing their careers, starting families, buying a home, paying off student loans or perhaps even saving for their child’s college education. John strives to understand their goals and provide direction and clarity for their financial future. 
 
Dedicated to providing a high level of attentive service, he looks beyond clients’ investments and welcomes the opportunity to help them organize and simplify their financial lives. To aid him in addressing clients’ unique situations, he draws not only on his own knowledge, but also on a team of specialists with deep experience in such areas as credit and lending and trust and estate planning strategies.

At the core of John’s services is a systematic and disciplined wealth management process. He is committed to providing extraordinary service to clients and takes the time to understand their unique life situations, financial resources, investment personalities, concerns, goals and priorities. With a clear view of who clients are as investors, he can work with them to help select an appropriate mix of strategies that makes the most efficient use of their financial resources.

John educates and keeps clients informed about economic and financial market conditions that might impact their progress toward short- and long-term goals. He conducts regular reviews to help keep their strategies and portfolios aligned with their changing goals and circumstances.

John earned his bachelor’s degree in finance from Texas Tech University in Lubbock. He and his wife, Ashley, live in Aledo with their two sons and daughter. In his spare time, John enjoys playing golf, hunting, fishing, and spending time at his family’s ranch.

*Credit and Lending Services are through Bank of America, N.A.