Casey began his career with Raymond James in April 2005 as a manager in the Transition Management department with responsibility for ensuring smooth transitions for financial advisors affiliating with RJFS and RJA. In September 2010, Casey joined RJFS Compliance as the regional compliance officer for the West and Central regions. His thoughtful and thorough approach to managing compliance for 15 states has made him a valuable resource to branch owners and financial advisors in his regions.
Prior to his career with Raymond James, Casey was an operations manager at Capital One Financial. Prior to that, Casey was in the United States Army as a personnel administration specialist.
Casey is a registered supervisor principal who works with Bill in serving as a key contact for branch managers who have questions or are seeking assistance with refining and building their businesses in cost-efficient, productive ways. He holds the Series 7 and 24 licenses and is a Registered Corporate Coach with the World Association of Business Coaches.
Originally from Michigan, Casey resides in Wesley Chapel, Florida, with his wife, Heather, and their three sons.