Casey serves as a Senior Advisor Associate in the firm’s Boca Raton, FL office. In this role, he supports advisors in their day-to-day work with clients, focusing on building and maintaining client relationships by providing the highest level of service, thoughtful attention to detail, and exceptional execution of client requests.
Previously, Casey worked as a Relationship Specialist at Charles Schwab, where he provided support services for Wealthspire, collaborating directly with operations staff and working to find solutions to improve firm operations. He also completed a financial advising internship with Mosaic Wealth Management Group and worked briefly as a teller for Wells Fargo.
Originally from South Florida, Casey currently resides in Palm Beach Gardens and enjoys travelling and playing soccer in his spare time.
- Relationship Specialist at Charles Schwab & Co.
- Financial Advising Intern at Mosaic Wealth Management Group
- Teller at Wells Fargo
Education & Credentials
- BS, University of Central Florida, Finance
- FINRA Series 7, 9/10, and 66 licenses