Jim Casey is an experienced Wealth Management Professional and the Registered Principal of a wealth management firm in South Florida. They began their career as a CERTIFIED FINANCIAL PLANNERâ„¢ at LPL Financial from 1996 to 2010, later serving as Branch Manager & Certified Financial Plannerâ„¢ at MG&A Financial Group from 2010 to 2012. Since 2012, Jim has led and overseen their independent firm, focusing on providing comprehensive financial, retirement, and estate planning services supported by LPL Financial. Jim attended Nova Southeastern University from 1997 to 1998.
Location
Fort Lauderdale, United States
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