Casey Barry and Associates

Merrill Lynch Wealth Management

4245 Kemp Blvd Suite 1000
Wichita Falls, TX 76308
(940) 696-6320
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Casey Barry and Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Casey Barry and Associates
Merrill Lynch Wealth Management
Welcome

The team’s broad financial experience, which has been compiled through many market cycles, should be a focal point for individuals, families and businesses seeking a balanced financial planning approach. We believe that wealth must be carefully managed to help you achieve outcomes that are personally meaningful to you.

About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
Casey Barry
Senior Vice President, Senior Financial Advisor
940.696.6357
Abby E Smith
Registered Wealth Management Client Associate
940.696.6320
James Green
Financial Advisor
940.696.6309
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.
Reggie Johnson
Structured Credit Executive
Bank of America, N.A.
Elva V Lopez
Wealth Management Banking Specialist
Merrill
John Dalton
Regional Lending Specialist
Bank of America, N.A.
NMLS #1481343
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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