Prior to partnering with Edward Jones, I was a student at Grand Canyon University in Phoenix, AZ and knew right away that I wanted to build a practice in the world of finance. I came to Edward Jones because I wanted to help individual investors work toward achieving their financial goals. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our client's unique goals and needs.

As your Edward Jones branch team, we aim to help you achieve your financial objectives through tailored product and service solutions. We want to help you feel confident every time you leave our office by understanding the importance of a long-term strategy and knowing what you are doing and why. Everyone’s situation is unique and changing constantly. That is why I am dedicated to creating a personal investment strategy that focuses on your specific needs and prepares for any change that lies ahead. I also work closely with your CPA, attorney and other professionals to ensure we do not miss any opportunity that would be of yours and your family's best interest.

Outside of the office, I love spending time with my wife, Morgan. We met in college and got married shortly after we graduated. We enjoy hiking, biking, skiing and trying unique places to eat in our little hometown of Gilbert, AZ. We also love spending quality time with our families and friends.

I would love to have the opportunity to get to know you and develop a strategy to help you achieve your long-term financial goals. Feel free to click "Ask A Question" so we can get started today.

Thank you,

Case Wilson

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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