Casey Ames's Location
Dripping Springs, Texas, United States
Casey Ames's Work
- Planning Team Lead @ Austin Health
- Client Services Manager @ Austin Health
- Senior Client Service Specialist @ Austin Health
- Advisory Support Specialist @ NFP/Kestra Financial
- Registered Sales Associate @ Raymond James
- Registered Client Associate @ Wells Fargo Advisors
- Case Manager @ Erben Associates
- Senior Patient Representative @ Dell Children's Hospital
Casey Ames's Education
- University of North Texas
Bachelor of Arts (B.A.) ( Political Science/Spanish)
2000 - 2003 - Southwestern Assemblies of God University1996 - 1998
Casey Ames's Skills
- Series 7
- Retirement Planning
- Series 63
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investments
- Retirement
- Insurance
- Fixed Annuities
Casey Ames's Summary
Casey Ames, based in Dripping Springs, Texas, United States, is currently a Planning Team Lead at Austin Health, bringing experience from previous roles at Austin Health, NFP/Kestra Financial and Raymond James. Casey Ames holds a 2000 - 2003 Bachelor of Arts (B.A.) in Political Science/Spanish @ University of North Texas. With a robust skill set that includes Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds and more, Casey Ames contributes valuable insights to the industry. Casey Ames has 2 emails on RocketReach.
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