The Lee Casey Group
The Lee Casey Group at Merrill focuses on helping people make the best out of situations that cannot be predicted. We are able to help individuals and families plan for the precious years ahead by creating custom wealth management strategies. We connect with people on a personal level to ensure that we are incorporating goals and dreams that matter most to them within those strategies.
The team is fortunate to have the opportunity to work closely with the Firm's financial intermediaries such as business managers, banking representatives, mortgage experts, client's CPA's and attorneys to coordinate tax and estate planning strategies, insurance needs, and other complex situations.
The Lee Casey Group has built strong relationships that span generations, extending to clients' children and grandchildren.
It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.
CFP®,CPWA®,CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
