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Top 30 financial advisors of 74 near 76308
Out of 400,000+ nationwide
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.
Keaton D
Series 66
Wichita Falls, TX
Edward Jones
Raymond L
Series 66
Wichita Falls, TX
Edward Jones
Mackenzie B
Series 63, Series 65
Wichita Falls, TX
Edward Jones
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.
Shelby W
CFP®, Series 66
Iowa Park, TX
Edward Jones
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.
Matthew M
Series 66
Wichita Falls, TX
Edward Jones
Sydney H
Series 66
Wichita Falls, TX
Edward Jones
Weston H
Series 66
Wichita Falls, TX
Edward Jones
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Top 30 financial advisors of 74 near 76308
Out of 400,000+ nationwide