Casey Bulgin,

Casey is a Vice President of Investments with Raymond James. He began his career in 2002 with UBS Paine Webber as a financial analyst and later joined the Private Client Group of Morgan Stanley. Casey was recently named to the Forbes list of “America’s Top Next Generation Wealth Advisors 2018” and “Best in State Next Generation Advisors 2019.”*

Casey is a graduate of Florida State University, where he received a bachelor's degree in finance. Casey also obtained his CERTIFIED FINANCIAL PLANNER™ certification and CHARTERED RETIREMENT PLANNING COUNSELOR® designation and is a member of the Raymond James Wealth Management Specialist program. Casey was elected by the Board of Directors of the National Association of Estate Planners and Councils as an Accredited Estate Planner®

Originally from Schenectady, New York, Casey now lives in the Avondale area of Jacksonville, Florida with his wife Kristin and their son Davis. He is a member of the Estate Planning Council of Northeast Florida and the First Coast chapter of the Florida State Guardianship Association. Casey is the former treasurer and past president of the Rotary Club of Riverside Jacksonville. He is also a former mayoral appointed member of the Jacksonville Human Rights Commission.

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

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.

*Data provided by SHOOKTM Research, LLC as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For the 2018 America’s Top Next Generation Wealth Advisors out of 5,832 advisors considered, 1000 made the final list in 2018. For more information see www.SHOOKresearch.com. For the 2019 Next-Gen Best-In-State Wealth Advisors out of 6.389 advisors considered, 1,489 made the final list in 2019.