Caleb Mc Cranie

Advisor at Merrill — Whitefish, MT

Updated today

Credentials

Series 66

Experience

7 years

Location

Whitefish, MT 59937

Merrill logo

Merrill

Institution

Total advisors

25,588

Across 3,189 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Caleb McCranie is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop personalized investment strategies aimed at achieving their financial goals. He provides guidance on a range of areas including investment consulting for defined contribution plans, personal retirement planning, portfolio management services, tax minimization, and retirement income. Additionally, Caleb offers access to Bank of America specialists for banking, lending, and other financial solutions.

Caleb holds a Bachelor's Degree from the University of North Florida and has earned the Personal Investment Advisor (PIA) professional designation. His approach involves taking the time to get to know clients and their families, helping them establish short-, mid-, and long-term financial objectives. He serves as a resource for investing, retirement planning, and savings strategies, offering ongoing advice as client needs evolve.

Outside of his professional work, Caleb enjoys camping, fishing, hunting, woodworking, and spending time with his family.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Retirement income strategy Income planning Wealth management Tax-loss harvesting

Demographic focus

Parents Young Families

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Whitefish, MT

142 Baker Ave

Whitefish MT 59937

Advisors at this office

8

Most active in

Montana · Texas

Work history

7 years of industry experience

Bank of America N.A.

2023 - Present • 3 years

Missoula, MT

Merrill

2023 - Present • 3 years

Missoula, MT

Fidelity Brokerage Services LLC

2018 - 2023 • 5 years

Jacksonville, FL

Automatic Data Processing

2018 - 2018 • 1 year

Jacksonville, FL

Khar Inc

2018 - 2018 • 1 year

Jacksonville, FL

Orangetheory Fitness

2016 - 2018 • 2 years

Jacksonville, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Edward R

Series 63, Series 65

Whitefish, MT

GlacierWealth

Edward Rainford is the sole advisor at GlacierWealth, an independent investment advisory firm based in Whitefish, MT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 22 years with GlacierWealth. GlacierWealth provides discretionary and non-discretionary investment management and integrated financial planning primarily for individual clients, while also serving charitable organizations, corporate clients, and pension or profit-sharing plans. The firm uses a Risk Tolerance Assessment to guide investment policy and applies a combination of asset allocation, fundamental, technical, and quantitative analysis in managing client portfolios.

Options & derivatives strategies Passive / index investing Active portfolio management Wealth management General estate planning guidance Founder/Business Owner
user avatar

Kristin H

CFP®, Series 63, Series 65

Whitefish, MT

Royal Palms Capital, LLC

Kristin Hetzer is a CFP® with 42 years of industry experience and is the principal advisor at Royal Palms Capital, LLC, where she has worked since 2005. She is also licensed as an insurance agent. Royal Palms Capital offers customized investment supervisory and consulting services to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs both fundamental and technical analysis across multiple investment strategies tailored to client risk tolerance and objectives.

Wealth management
user avatar

Alfred M

Series 63, Series 65

Whitefish, MT

Main Line Retirement Advisors, LLC

Alfred Matarazzo is a financial advisor with Main Line Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes long-term roles at FSC Securities Corporation and Main Line Financial Advisors LLC. Outside of finance, he is a passive partner in a craft spirits distillery and has served on nonprofit and industrial development boards. Main Line Retirement Advisors serves individual investors, including high-net-worth clients, and corporate retirement plan sponsors, providing discretionary wealth management and comprehensive financial planning. The firm manages portfolios primarily on a discretionary basis, combining fundamental and technical analysis, options strategies, and third-party manager allocations.

General retirement planning Retirement income strategy Wealth management Options & derivatives strategies
user avatar

Andrew C

Series 65

Whitefish, MT

Piedmont Capital Management, LLC

Andrew Coco is a Series 65-credentialed advisor with eight years of industry experience. He has worked at Piedmont Capital Management, LLC since 2024 and previously managed Coco Enterprises, LLC from 2018 to 2024. Before entering financial services, he was employed by Norfolk Southern Railroad for three years. Piedmont Capital Management, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm employs a blend of technical, fundamental, and cyclical analysis to construct and manage portfolios under discretionary authority, serving a high number of clients per advisor and offering public educational seminars free of charge.

Wealth management
user avatar

Zachary M

CFP®, Series 65

Whitefish, MT

Main Line Retirement Advisors, LLC

Zachary Matarazzo is a CFP® credentialed financial advisor with eight years of industry experience, currently serving at Main Line Retirement Advisors, LLC since 2017. Prior to his advisory career, he was a full-time student for ten years. Main Line Retirement Advisors, LLC (d/b/a HeartStone Advisors) provides discretionary wealth management and comprehensive financial planning to individual investors, including high-net-worth clients, as well as retirement plan consulting and participant education for corporate sponsors. The firm manages approximately $394 million in assets using a combination of fundamental and technical analysis, options strategies, and third-party manager allocations.

General retirement planning Retirement income strategy Wealth management Options & derivatives strategies
user avatar

Diego B

Series 65

Whitefish, MT

Piedmont Capital Management, LLC

Diego Biggerstaff is a financial advisor at Piedmont Capital Management, LLC with a Series 65 credential. He has one year of industry experience. Prior to joining Piedmont Capital Management, he held roles in various fields including consumer services and education. Piedmont Capital Management, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm uses a combination of technical, fundamental, and cyclical analysis to manage portfolios and serves a high volume of clients through standardized processes and custodial platform services.

Wealth management
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