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MCKINNEY CRAIG RANCH

Merrill Lynch Wealth Management Branch Office

Welcome to the MCKINNEY CRAIG RANCH branch. This collaborative network allows us to draw on each other’s diverse experiences so we can offer investing insights, perspectives, skills and wealth planning strategies that have been designed to help you and your family lead the lives you desire.

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Branch Office Profile

Allison Tarpley, seasoned financial advisor, serves as the Senior Resident Director for the McKinney Craig Ranch Office of Merrill in McKinney, TX. As Senior Resident Director, she leads a number of experienced high performance advisors in day to day business. We are committed to being the premier Wealth Management offering in the industry. This is accomplished through a relentless focus on being second to none in serving the sophisticated business needs of both Clients and Financial Service Professionals. Our vision: Sustainable Growth, through a Preeminent Client and Employee Standard.

Community 

Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Sherry E Craig,

CPFA,

CFP,

CRPC

Vice President

Wealth Management Advisor

Brian Sieling,

CRPC

Senior Vice President

Senior Financial Advisor

Daniel Bruns,

CIMA,

AAMS,

CDFA

Senior Vice President

Wealth Management Advisor

Joseph H Joiner,

CRPC

Vice President

Senior Financial Advisor

Michael Thomason

Vice President

Senior Financial Advisor

James Simpson

Vice President

Financial Advisor

Jeff A Levitt

Senior Financial Advisor

Jeffrey A Snyders,

CDFA,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Janie Feliz Lehmer

Vice President

Financial Advisor

Taryn Watson,

CRPC

Vice President

Financial Advisor

Anitra C Brennan,

CFP,

CRPC

Assistant Vice President

Financial Advisor

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers 4

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Rewarding Career

Access to Resources

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