Case’s main focus is retirement income planning, estate planning and wealth preservation. He works closely with clients and their attorneys and tax professionals to help manage risk, to develop investment strategies and to implement long-term plans to help preserve wealth.
Case Gatlin has more than 20 years’ experience as a financial advisor. He began his career in 1997 with Kercheville & Co. and in 2001 joined Raymond James & Associates and later formed Gatlin & Hicks Wealth Management Group of Raymond James. In 2016 Case joined Donnie Laurence, John Nebens and Phillip Valadez and formed the team of Gatlin, Laurence, Nebens & Valadez Wealth Management Group of Wells Fargo Advisors. In March 2018, Case, along with his partners, formed Cantera Capital Partners of Raymond James.
Case is a native Texan and grew up in San Antonio. He is a 1996 graduate of Texas Tech University in Lubbock. Case is active in youth sports, an avid conservationist and spends time in the outdoors with his family. He and his wife, Kerri, have three children.
Raymond James does not provide tax or accounting services.