Merrill Lynch Financial Advisor Casey Barry - Wichita Falls (TX)

St Aubyn Jacquelyn “Jackie” Wonderfully patient and well-informed adviser.

Matthew Covalt Great experience working with Kathy and her team. They were extremely professional and responsive throughout the homebuying process, spending the time to ensure great detail in each step and what to expect next. We would definitely recommend LeaderOne to anyone looking to go the home buying process like we did!

Nicholas P I went into the Seguin branch on Monday 8/26 to order a new debit card because mine was expiring. I talked to a teller and a banker and they Updated my address even though they had the correct one on hand. They assured me that I would receive a new card would in 5-7 business days and that they do not issue instant temporary cards. It has been 8 business days and I have not received any updates or the card. I called CS today and rep said they didnt see any card being shipped. He was awesome and ordered a new card and authorized it to be to be used via my digital wallet. So here I am, having to take cash out with my ID for what will be 3 weeks unless the card doesnt arrive. I spent 40 mins at this branch and even sat down with an incompetent banker that didnt even send the card or mention the digital wallet version? He was a 40-50 year old man and was doing something on his computer for 15-20mins and all he did was change my mailing address and didnt even order it? Its 2024 and I shouldnt have to wait to acces my bank account at all let alone almost 2-3 weeks. I dont ever leave extremely negative reviews ever but I feel so stupid checking the mail everyday for something that was never going to be there. Also the fact that it wasnt mentioned that I could just access the new card via digital wallet and didnt have to wait. This was lazy customer service for an extremely simple problem. I am worse off for going into the branch instead of just calling a CS rep and that is sad. Maybe someone from this branch will see this and this problem wont happen to anyone else.

Unknown KKT.

Roberta Elliott This is the bank that I have used for many years. Service is excellent and ALL staff members are professional and always wears a smile. THANKS FOR ALL YOU DO FOR SO MANY✝️✝️

emily black I definitely recommend Cynthia and her team! I’m in my mid-20s and didn’t know much about IRAs or where to even start with planning for my future. Cynthia explained everything in a way that was super easy to understand and made me feel comfortable asking questions. She and her staff are so kind and patient, and they’ve really helped me feel more confident about my finances. If you’re new to all of this and want guidance on what steps to take next then 10/10 I highly recommend!