Casey Gex
Senior Vice President, Senior Financial Advisor with Merrill VMT Wealth Management
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Casey Gex
I am a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. Our team operates with a singular purpose: to provide a preeminent wealth management experience to entrepreneurs, executives, retirees, & their family members, founded on exceptional service, professionalism, and consistency. VMT Wealth Management provides our clients with a high quality wealth planning experience. We strive to help clients achieve their financial life goals, while making the complexities of financial life easy to navigate & understand. Anticipatory service is the hallmark of our outreach and offerings. Through consistent processes, clear communication, and unwavering service, we strive to deliver integrated wealth planning, analysis, and strategy that can help clients achieve their objectives quickly and efficiently. I graduated from the University of Oklahoma where I received Bachelor degrees in both Finance and Management. In my personal time I am an avid Pickleball player & a frequent visitor of Memorial Park.
Experience
Senior Financial Advisor, Senior Vice President
Jan 2019 — Present
Education
The University of Oklahoma
Bachelor's Degree
2014 — 2018
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