Cass Jenkins

Background

About Cass Jenkins

Cass Jenkins launched his career in 1992 with a Bachelor of Science degree from Texas Christian University. After graduation, Cass spent 7 years in law enforcement. Cass has been with Merrill Lynch Wealth Management since 2002. Cass is actively involved in the community as a school volunteer within FWISD schools and TCU Alumni group. Born and raised in Fort Worth and is a graduate of Paschal High, Weatherford College and TCU. Cass lives in Fort Worth with his wife Jeanne, two daughters Allie/Abby and two step daughters Abby/Aidan. Cass has earned the Certified Private Wealth Advisor® designation, delivered by the Investments & Wealth Institute™ which is taught in conjunction with The University of Chicago Booth School of Business. Cass has been Sales Manager of Fort Worth Market since September of 2015. He is licensed as a Life and Health Insurance Agent in Texas and also holds Series 7,9,10,63 and 66 FINRA registrations. Cass uses his diverse background to help clients clarify their tolerance for risk and focus on their goals. Cass believes people are more likely to be satisfied and successful when they build on their personal values. He helps clients design and administer financial programs that reflect their commitments. Statistical models and other strategies are used that balance financial risks and anticipated returns to match the client's profile and needs. Regularly scheduled reviews help insure that the program stays on track and is current with changes in the client's life circumstances.**Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.