Will Casey
Wealth Manager/Partner, Merit Financial Advisors
- Role
- Wealth Manager, Partner at Merit Financial Advisors
- Location
- Manitowoc, WI, US
- LinkedIn followers
- 500 followers
About Will Casey
Experienced Owner with a demonstrated history of working in the investment management…
Experience
Wealth Manager, Partner
Mar 2024 — Present
Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together.Merit’s Awards and Accolades- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors byInvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron\'s Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 20••••24 Inc. Fast Growing Private Companies in America
Skills
- Retirement Planning
- Mutual Funds
- Leadership
- Strategic Financial Planning
- Wealth Management
- Estate Planning
- Sales
- Due Diligence
- Business Planning
- Business
- Investments
- Public Speaking
- Mergers & Acquisitions
- Small Business
- Marketing
- Strategic Planning
- Financial Analysis
- Insurance
- Entrepreneurship
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