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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 74 near 76301

Out of 400,000+ nationwide

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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
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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
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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
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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
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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
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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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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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Matthew M

Series 66

Wichita Falls, TX

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Sydney H

Series 66

Wichita Falls, TX

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Weston H

Series 66

Wichita Falls, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management
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