Originally from Lone Star, TX, I have lived in Shelby County since 2010. My wife, Nicole, and I live in Center, TX with our children, Mattis, Merit and Malone.
From 2000-2004, I served as an infantry sergeant in the United States Marine Corps and I received an honorable discharge. I began my career with Edward Jones in 2009 as a financial advisor.
In 2006, I graduated from Northeast Texas Community College with an Associate of Science. I then attended Texas A&M University in College Station, TX, where I graduated in 2008 with a Bachelor of Science. I have since earned the Accredited Asset Management Specialist™ designation from the College for Financial Planning.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My team, made up of Laurie, Meg and I, provide highly personalized service by understanding what is important to you and implementing strategies to meet your goals.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
- College Savings
My Personal Interests
- Spending Time with Family
Phone NumberCasey W Williams at (936) 598-2253
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