Casey Cason Email & Phone Number
Financial Advisor and Wealth Manager @ Brookwood Investment Group, LLC
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Casey Cason Location
- Phoenix, AZ, US
Casey Cason Work
- 2021 -now Financial Advisor and Wealth Manager @
- 2019 -2022 Wealth Manager @
- 2019 -2022 Senior Wealth Manager @
- 2019 -2021 Wealth Manager @
- 2017 -2022 Wealth Manager @ Questar Capital
- 2016 -2017 Wealth Manager @ Gradient Securities
- 2013 -2016 Cue Financial and Foothill Securities, Inc @ Foothill Securities, Inc/Cue Financial
- 2008 -2013 Wealth Manager @ Cetera Advisor Networks LLC
- 2008 -2011 OSJ Branch Manager (compliance and operations) @ Cetera Advisor Networks LLC
- 2007 -2011 AVP Regional Compliance and Operations Manager @ Cetera Advisor Networks LLC
Casey Cason Education
- The University of New Mexico
Masters (MBA)
2009-2011 - UNM The James & Gail Ellis School of Business Leadership
Masters Degree (Business and Finance)
2009-2011 - Grand Canyon University
Bachelors of Business Management (Business)
2005-2008 - DeVry Institute of Technology
Associates of Apllied Science in Electronics (Electronics)
1990-1992
Casey Cason Skills
- Financial Services
- Financial Modeling
- Financial Planning
- Financial Advisory
- Financial Structuring
- Personal Financial Planning
- Retirement Planning
- Alternative Investments
- Estate Planning
- Series 63
- Leadership
- Team Building
- Financial Planners
- Public Speaking
- Fixed Annuities
- Fixed Income
- Insurance
- Sales
- Networking
- Portfolio Management
- IRAs
- Investments
- Finance
- 401k
- Asset Allocation
- Strategic Planning
- Investment Advisory
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- Operations
- Compliance
- Sales Management
- Uniform Combined State Law
- Strategic Financial Planning
- FINRA
- Investment Strategies
- Risk Management
- Asset Management
- Financial Analysis
- Series 24
- Small Business
- Management
- Project Management
- Retirement
- Series 7
- Securities
Casey Cason Summary
- Casey Cason, based in Phoenix, AZ, US, is currently a Financial Advisor and Wealth Manager at Brookwood Investment Group, LLC. Casey Cason brings experience from previous roles at World Equity Group, Woodbury and Questar Capital. Casey Cason holds a 2009 - 2011 Masters in MBA @ The University of New Mexico. With a robust skill set that includes Financial Services, Financial Modeling, Financial Planning, Financial Advisory, Financial Structuring and more. Casey Cason has 2 emails and 4 mobile phone numbers on RocketReach.
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Top Brookwood Investment Group, LLC Employees
Michael Jones
Chief Growth Officer
California, United States
Richard Mowrer
Chief Investment Solutions Officer
Philadelphia, PA, US
Jeff Williams
CFO, Head of Institutional Operations
New York, NY, US
David Prudovsky
Director of Financial Technology
Phoenix, AZ, US
Nick Greenhouse
Financial Advisor
Greenwich, CT, US
Michelle Campbell
Billing Coordinator
Angier, NC, US
Scott Mallernee
Managing Partner of Family Office
Palm Beach, FL, US
Heather Deagostine
Chief Experience Officer
Phoenix, AZ, US
Joseph Ward
Financial Planner
Saint Petersburg, FL, US
Emma Raimondo
Compliance Analyst
Phoenix, AZ, US
Brianna Ly
Executive Administrative Assistant
New York, NY, US
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