Casey Hardy
Vice President
Casey serves as a Vice President and Advisor in the firm's Palm Beach Gardens, FL office. In this role, he supports the broader team in 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
