Thomas Casey, Cfp®, Crpc™, Cpwa®
Wealth Management Advisor, Assistant Vice President @ Merrill Lynch
About Thomas Casey, Cfp®, Crpc™, Cpwa®
Thomas Casey is a Wealth Management Advisor and Assistant Vice President at Merrill Lynch Wealth Management, where he has worked since 2012. He holds multiple certifications, including CFP®, CRPC™, and CPWA®, and employs a team-based approach to financial planning through The Lee Casey Group.