Casey supports the Stuart office of Baird and brings with her over 6 years of experience with the financial industry. She has worked in a retail branch setting as a liaison between banking needs and wealth management. She is committed to building a strong relationship with new and existing clients while assisting with day to day needs.
Casey holds Series 6,7,63,66 securities licenses along with her Florida State Life, Health and Variable Annuity License with Baird.