Casey Mc Keon, Cfp®, Rcc™
About Casey Mc Keon, Cfp®, Rcc™
Casey McKeon is the Vice President of Relationship Management at Dynasty Enterprise Group, where he focuses on M&A support and strategic partnerships. He holds the CFP® and RCC™ designations and has a background in financial planning and business development.
Work at Dynasty
Casey Mc Keon serves as Vice President of Relationship Management at Dynasty Enterprise Group. In this role, he has been instrumental in fostering strategic and cultural partnerships with Network firms, aiming to enhance their enterprise value and accelerate growth. Since joining Dynasty Financial Partners in 2020, he has engaged with independent advisors to support their client service and business growth efforts.
Previous Experience at Raymond James
Prior to his current role, Casey Mc Keon held several positions at Raymond James. He worked as a Senior Consultant in PCG Succession & Acquisition Planning from 2018 to 2019, and as a Business Development Strategist in PCG Education & Practice Management from 2019 to 2020. His earlier role at Raymond James was as a Consultant in PCG Succession & Acquisition Planning from 2017 to 2018. During his time there, he provided M&A support to firms focusing on growth and succession planning.
Education and Expertise
Casey Mc Keon holds a Bachelor of Arts in Business Administration from Furman University, where he studied from 2010 to 2014. He also completed his secondary education at St. Petersburg Catholic High School from 2007 to 2010. He possesses professional designations as a Certified Financial Planner (CFP®) and a Registered Corporate Coach (RCC™), which reflect his expertise in financial planning and coaching.
Background in Wealth Management
Before his tenure at Raymond James, Casey Mc Keon worked at Baird as a Client Specialist in Private Wealth Management from 2014 to 2017. His experience in wealth management has contributed to his understanding of client needs and the financial industry, allowing him to effectively support advisors and firms in enhancing their service offerings.
Advocacy for Financial Education
Casey Mc Keon is actively involved in promoting financial education and literacy across the country. He contributes to industry advocacy efforts aimed at improving financial knowledge among the public, reflecting his commitment to enhancing the overall understanding of financial planning and management.