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Jessica Hatcher

Advisor at Mercantile Investment Advisors

Updated today

Firm

Mercantile Investment Advisors

Location

Wichita Falls, TX 76301

Credentials

Series 65

Industry experience

2 years

Client services

Portfolio management Newsletters or periodicals

Fee options

Percentage

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.85% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%

Other

Account minimum: $500,000 – waived under certain circumstances Fee-only: Fee-based only, no commissions or sales fees

Work history

Herbert R. Smith & Company

2023 - Present (3 years)

Bohannon Construction

2019 - 2022 (3 years)

2529 FM 440

2017 - 2022 (5 years)

Wowza Media Systems LLC

2014 - 2017 (3 years)

Disclosures

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

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

Keaton D

Series 66

Wichita Falls, TX

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Military & Veterans Founder/Business Owner

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
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