David Casso Location
- Houston, Texas, United States
David Casso Work
- 2021 - now Financial Advisor @
David Casso Education
- LSU Shreveport
Bachelor of Science (Finance)
1998 - 2002 - DeLaSalle High School, New Orleans, LA 1990 - 1995
David Casso Skills
- Wealth Management Services
- Wealth Preservation Strategies
- Tax Efficent Strategies
- Multigenerational Wealth Transfer Strategies
- 401k Rollovers
- Asset Allocation
- Deferred Compensation Plans
- Estate Investment Strategies
- Business Succession Strategies
- Financial Advisory
- Risk Managment Strategies
- Retirment Plan Consulting
- Financial Services
- Fixed Income Strategies
- Insurance
- Investment Strategies
- Investments
- Relationship Management
- Retirement
- Retirement Savings
- Securities
- Stock Due Diligence
- Wealth Management
David Casso Summary
- David Casso, based in Houston, Texas, United States, is currently a Financial Advisor at Raymond James. David Casso holds a 1998 - 2002 Bachelor of Science in Finance @ LSU Shreveport. With a robust skill set that includes Wealth Management Services, Wealth Preservation Strategies, Tax Efficent Strategies, Multigenerational Wealth Transfer Strategies, 401k Rollovers and more. David Casso has 2 emails on RocketReach.
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