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Wealth Management Advisor4801 GAILLARDIA PARKWAY
Floor No. 03,
Suite 300OKLAHOMA CITY,
Casey S. HarrahFirst Vice President - Wealth ManagementWealth Management AdvisorPortfolio ManagerMr. Harrah leads a wealth management practice that serves approximately 100 wealthy families. The practice focuses on the following disciplines : financial guidance, legacy implementation, estate coordination, risk management and tax efficiency. This is done in close collaboration with the families legal and tax advisors.Mr. Harrah joined Merrill Lynch in 1983. He has been awarded numerous local, regional and national awards from Merrill Lynch in his career. Prior to joining Merrill Lynch he studied Public Relations and Business at the University of Kansas.Mr. Harrah lives in Oklahoma City, Oklahoma, with his two daughters Lauren and Audrey.Carrie NicholsRegistered Senior Client AssociateCarrie Nichols is a Registered Senior Client Associate that has been with Merrill Lynch since 1988. Carrie assists clients with any account issues they may have, making sure they get the most out of their relationship with Merrill Lynch. Carrie lives in Edmond, Oklahoma, with her Husband Kevin and their two boys, Kip and Graham.Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Casey Harrah is registered to do business in:AR, AZ, CO, KS, NC, NJ, NY, OK, TN, TX, VA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA® Global Capital Management.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.