Greg Casten is Senior Vice President of Investments with Mount Vernon Wealth Management of Raymond James. While focusing his business on his clients’ individual financial objectives, Greg believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets him apart.
Greg has been with Raymond James since 2015 and is dedicated to managing and preserving wealth for you and your family. By establishing valuable and long-term relationships with his clients, he is able to gain a comprehensive understanding of your needs and goals. In working hard to enhance and preserve your investments, he can assist you in realizing your goals through long-term financial solutions - Financial Planning, Tax Efficient Investments, Estate and Retirement Planning, and more. *Raymond James does not provide legal or tax advice
A native of Wexford, Greg graduated from Lehigh University with a Bachelor’s Degree in Business Management. He is a member of the Dutilh United Methodist Church, Lehigh University Alumni Association, and Greater Pittsburgh MG Club. When not working, Greg enjoys golfing, hiking, biking, and traveling.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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