Cass Jenkins launched his career in 1992 with a Bachelor of Science degree from Texas Christian University. After graduation, Cass spent 7 years in law enforcement. Cass has been with Merrill Lynch Wealth Management since 2002. Born and raised in Fort Worth and is a graduate of Paschal High, Weatherford College and TCU. Cass lives in Fort Worth with his wife Jeanne, two daughters Allie/Abby and two step daughters Abby/Aidan.
Cass has earned the designation of Certified Private Wealth Advisor®, delivered by the Investments & Wealth Institute™ which is taught in conjunction with The University of Chicago Booth School of Business.
Cass has been Sales Manager of Fort Worth Market since September of 2015. He is licensed as a Life and Health Insurance Agent in Texas and also holds Series 7,9,10,63 and 66 FINRA registrations.
Cass uses his diverse background to help clients clarify their tolerance for risk and focus on their goals. Cass believes people are more likely to be satisfied and successful when they build on their personal values. He helps clients design and administer financial programs that reflect their commitments. Statistical models and other strategies are used that balance financial risks and anticipated returns to match the client's profile and needs. Regularly scheduled reviews help insure that the program stays on track and is current with changes in the client's life circumstances.
“Being an effective advisor means appreciating a client’s concerns and challenges,” Cass points out, “Many clients are selling a business and eyeing the next opportunity – others are moving closer to retirement, or moving closer to family. As they enter a new life stage, whether as a business owner, entrepreneur, widow, retiree or divorcee, some worry about their identities and quality of life. Investment performance is important, but creating a thoughtful goals-based strategy and helping a client feel comfortable with it is critical."
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
