Brian Casebeer

Angestellt, Senior Financial Advisor, Merrill Lynch

Topeka, KS, Vereinigte Staaten

Fähigkeiten und Kenntnisse

Trust and Estate Planning Strategies
401k Rollovers
Capital Management
Corporate Retirement Plans
SEP Business Planning
Retirement Planning
Rollovers
Investment Allocations
goals based management
Executive Services
10b5-1 Trading Plans
Defined Benefit plans
Defined Contributions Plans
Nonqualified deferred compensation plans
Equity Compensation Plans
Institutional trust services
Public Debit offerings
public equity offerings
Private placements
Mergers and acquisitions
Initial public offerings IPO's
Prime brokerage services
Sales
trading and research
Risk management tools
Corporate lending
Treasury management
Global card services
Merchant services
interest rate and commodity risk management
Business capital management
corporate retirement plans
401k design
SEP IRA
SIMPLE IRA
and executive retirement planning
business planning
retirement planning
rollovers
investment allocations
401k
403b
457
mutual funds
stocks
bonds
annuities
exchange traded funds etf
variable annuity
stock broker
variable life insurance
bond broker
business capital strategies
financial services
broker
brokerage
education funding
529
trust
trusted
key man insurance
life insurance
buy sell agreement insurance
sep ira
simple ira
roth ira
individual retirement accounts
long term care
ltc
global
international
mortgage
gold
metals
commodities
financial planning
consultant
investment management
options
municipal bonds
global bonds
precious metals
muni
tips
treasury
government bonds
tax free bonds
estate
trust services
planning
income
request for proposal rfp
request for quote rfq
pension plan options
social security
endowments
charity
charitable giving
special needs
social security.

Werdegang

Berufserfahrung von Brian Casebeer

  • Bis heute 12 Jahre und 6 Monate, seit Dez. 2011

    Senior Financial Advisor

    Merrill Lynch

    i utilize an innovative, state-of-the-art investment process to deliver the premium services that create strategic advantages. In short, i advocates for clients financial success as it is defined today, and as it is envisioned tomorrow. Current clients include retirees, business owners, corporate executives, associations, businesses, and affluent families.

Sprachen

  • Englisch

    -

Interessen

Golf
hunting
fishing
soccer
spending time with friends

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