Case has more than 25 years experience as a financial advisor. As managing director, he focuses on evaluating a client’s overall financial picture, which includes retirement, estate planning and outside assets, such as real estate and investment holdings. Case works with clients, their attorneys and tax professionals in reviewing risk, creating investment strategies and planning to help preserve clients’ wealth for the long-term. Case is a native Texan and he grew up in San Antonio. He is a graduate of Texas Tech University. He holds the Series 7, Series 63 and 65 as well as life and health (including disability and long-term care) insurance licenses. He and his wife Kerri have three grown children. Case is an avid conservationist and enjoys spending time in the outdoors with his family.
Raymond James does not provide tax or accounting services.