Casey Floyd, Financial Advisor located in Lake Wales, FL

Financial Advisor
Casey Floyd

CFP®, ChFC®, CEPA®
151 E Central Ave, Lake Wales, FL 33853opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Agribusiness Professionals
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Active Lifestyle
  • Fishing
  • Football
  • Golfing
  • Music

Team Members

  • Cassandra Sonnier
    Registered Branch Associate Trainee
  • Angela Goolsby
    Sr. Branch Office Administrator
    FPQP®
  • Cheryl Nichols
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(863) 223-2081

Fax

(844) 630-3446

Office Address

151 E Central Ave
Lake Wales, FL 33853opens in a new window

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