Branch Manager
Senior Vice President, Investments
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 in the industry since
1988, and with Raymond James since 2015.
He remains 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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.