Joel McCalister

Joel McCalister: Email & Phone Number

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Financial Advisor at Merrill Lynch|Fort Worth, Texas, United States

Position:

Financial Advisor at Merrill Lynch

Location:

Fort Worth, Texas, United States

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Last updated: 2026-08-13
Updated: 2026-08-13

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Work Experience 31 years

Financial Advisor at Merrill Lynch

May 2022 - Current

Mid-Senior Project Manager at Wells Fargo

Jan 2011 - Jul 2020

Market Growth & Sales Consultant (Small Business/Consumer Credit/Premier Banking) at Wells Fargo

Feb 1995 - Jan 2011

Joel McCalister started working in 1995, then the employee has changed 1 company and 2 jobs. On average, Joel McCalister works for one company for 9 years 11 months.

Joel is proficient in English. Their professional focus is Customized Retirement Planning, Customized Wealth Strategies, and Financial Advisory Services across 3 core areas.

Joel holds Chartered Retirement Planning Counselor and Personal Investment Advisor certifications.

Education

Bachelor's Degree at Texas A&M University System

Master's Degree at Texas Christian University

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