Keaton Dolan

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Wichita Falls, TX 76309

Credentials

Series 66

Industry experience

6 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management

Occupation focus

Military & Veterans Founder/Business Owner

Work history

Edward Jones

2019 - Present (7 years)

Arizona State University

2018 - 2019 (1 year)

Arizona Interscholastic Association

2018 - 2019 (1 year)

Wichita Falls Softball Umpires Association

2017 - Present (9 years)

Wichita Falls Umpire Association

2013 - Present (13 years)

Wichita Falls Area Basketball Officials Association

2013 - Present (13 years)

Texas High School Basketball Officials Association

2013 - Present (13 years)

Texas Association of Sports Officials

2013 - Present (13 years)

North Central Texas Volleyball Chapter

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Casey B

Series 63, Series 65

Wichita Falls, TX

Merrill

Casey Barry is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He joined the firm in 1994 and specializes in wealth organization for individuals, corporations, and non-profit institutions. Casey holds a Bachelor of Science degree in Economics from Tarleton State University, graduating Magna Cum Laude with supporting fields in government and finance. He maintains the Personal Investment Advisor (PIA) designation. In addition to his professional work, Casey is actively involved in his local community through his volunteer work as a pilot with Angel Flight. He is married to Janie, and they have a daughter who attends Texas State University.

Wealth management

Raymond L

Series 66

Wichita Falls, TX

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner Doctor or Medical Professional

Mackenzie B

Series 63, Series 65

Wichita Falls, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Military & Veterans Founder/Business Owner

Mark C

Series 63, Series 65

Wichita Falls, TX

Merrill

Mark Callender is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies by gaining a thorough understanding of his clients' financial situations and priorities. Mark leverages the investment insights of Merrill and the banking services of Bank of America to create flexible strategies that adapt to changing market conditions and client needs. With expertise in areas such as education planning, legacy planning, personal retirement planning, tax minimization, and managing new wealth, Mark works one-on-one with clients to pursue their long-term financial goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Midwestern State University. Mark follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. His personal interests include golfing, music, and traveling.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Women's Finance

Shelby W

CFP®, Series 66

Iowa Park, TX

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner

Eric G

Series 66

Wichita Falls, TX

Merrill

Eric Garner is a Resident Director with Merrill, specializing in personalized wealth management strategies that align with clients' individual financial goals. He focuses on areas such as college education planning, family wealth management, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. Garner is a Personal Investment Advisor (PIA) committed to building strong client relationships through teamwork and active client involvement. He holds a bachelor's degree in Physiology and Human Nutrition from Oklahoma State University. Garner lives in Wichita Falls with his wife Jennifer and their three children. He and his family are active in their community, supporting organizations including FBCWF and YMCA WF. Outside of his professional pursuits, his personal interests include baseball, cooking, fishing, golfing, music, and spending time with his family.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Parents Women Professionals
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