Casey J. Rease,
CPFA®
Financial Advisor
Clearwater, Florida
With the knowledge that comes with more than 15 years of experience in the financial services industry, Casey helps investors navigate the myriad of available investment options with dedicated and focused service and a personal commitment.
From financial planning to comprehensive account management, Casey strives to make recommendations solely in the interest of providing value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.
At Raymond James, Casey has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, he provides the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Casey joined Raymond James in 2024 after 11 years with Morgan Stanley. He is originally from Upstate New York. After serving honorably in the U.S. Navy, he moved to Florida where he earned his Bachelor of Science degree in Finance from the University of South Florida. Casey lives in Clearwater Florida with His wife Jaime and their two children, Autumn (7) and Hunter (5). When not in the office, he enjoys playing golf and fishing.
