Casey Arundel
About Casey Arundel
Casey Arundel serves as a Senior Wealth Strategy Associate and Wealth Advisor at Zager Wealth Management, bringing extensive experience from previous roles at Cardlytics, Merrill Lynch, and Morgan Stanley. He holds a Bachelor's Degree in Business with a focus on Finance and Marketing from the Georgia Institute of Technology, where he graduated with High Honors.
Work at UBS
Casey Arundel currently serves as a Senior Wealth Strategy Associate and Wealth Advisor at UBS Wealth Management, a position he has held since 2015. He works with Zager Wealth Management in the Greater Atlanta Area, focusing on providing tailored financial strategies to clients. His role involves analyzing client portfolios, developing investment strategies, and ensuring that clients meet their financial goals.
Previous Experience in Wealth Management
Before joining UBS, Casey Arundel worked as a Financial Advisor at Merrill Lynch from 2012 to 2015. In this role, he provided financial advice and investment strategies to clients. Additionally, he has experience as a Financial Analyst at Cardlytics, Inc. from 2010 to 2012, where he analyzed financial data to support business decisions. He also worked at Morgan Stanley as an Analyst/Associate from 2004 to 2011.
Education and Expertise
Casey Arundel graduated with a Bachelor's Degree in Business, focusing on Finance and Marketing, from the Georgia Institute of Technology. He studied there from 2003 to 2007 and graduated with High Honors. His academic background provides a strong foundation for his career in wealth management and financial advisory.
Background and Personal Life
Casey Arundel attended Marist School for his high school education. He is married to Deidre Arundel and has a rescue dog named Tosh. He resides in Buckhead, Atlanta. Casey is an active member of the Marist School Alumni Association and enjoys various hobbies, including running, intramural sports, and golfing. He is also a dedicated sports fan, particularly supporting the Georgia Tech Yellow Jackets.
Community Involvement
Casey Arundel volunteers with Habitat for Humanity and the CDC Foundation, contributing his time and skills to support community initiatives. His involvement in these organizations reflects his commitment to giving back to the community and making a positive impact.