Casey Mc Keon, Cfp®, Rcc™
About Casey Mc Keon, Cfp®, Rcc™
Casey Mc Keon is a Senior Vice President of Relationship Management at Dynasty Financial Partners, where he has worked since 2023. He holds the CFP® and RCC™ designations and has extensive experience in financial services, including previous roles at Baird and Raymond James.
Work at Dynasty
Casey Mc Keon currently serves as the Senior Vice President of Relationship Management on the Dynasty Service Team at Dynasty Financial Partners. In this role, which he has held since 2023, he focuses on providing flexible capital solutions to help advisors develop, expand, and scale their businesses. His contributions include enhancing enterprise value and accelerating growth for independent advisors through strategic partnerships. Mc Keon is also involved in the proprietary core service model, which encompasses support in finance, technology, marketing, compliance, practice management, investments, consulting, and community.
Previous Experience
Before joining Dynasty Financial Partners, Casey Mc Keon held various positions in the financial services industry. He worked at Baird as a Client Specialist in Private Wealth Management from 2014 to 2017. Following that, he was employed at Raymond James in several roles, including Consultant and Senior Consultant in PCG Succession & Acquisition Planning from 2017 to 2019, and as a Business Development Strategist in PCG Education & Practice Management from 2019 to 2020. He returned to Dynasty Financial Partners as Vice President of Relationship Management in the Dynasty Enterprise Group from 2020 to 2023.
Education and Expertise
Casey Mc Keon studied Business Administration at Furman University, where he earned a Bachelor of Arts (B.A.) degree from 2010 to 2014. He completed his secondary education at St. Petersburg Catholic High School from 2007 to 2010. Mc Keon holds professional designations as a Certified Financial Planner (CFP®) and a Registered Corporate Coach (RCC™), which reflect his expertise in financial planning and coaching.
M&A Support and Contributions
At Dynasty Financial Partners, Casey Mc Keon is actively involved in providing mergers and acquisitions (M&A) support to firms aiming to grow inorganically or plan for succession. His role within the Dynasty Service Team emphasizes enhancing enterprise value and fostering growth for independent advisors, contributing to the overall strategic objectives of the organization.