Meghan T Casey

My interest in investing started early when I was gifted mutual funds from my grandfather ear-marked for my college education. Once I received them, I couldn’t learn enough about them – I was hooked on all things investing. Fast forward to beginning my college days and those funds did help me pay for my continued education at Delaware Valley University in Doylestown, Pennsylvania. There, I obtained my bachelor's degree in biology. I was also afforded a leadership position of my fellow Aggies as captain of the field hockey team during my junior and senior years.

After college, I obtained my series 6,7,63,66 and most recently the AAMS® designation. I continue to expand my learning whenever I can - I believe this is vital to assist my clients in navigating uncertain markets in the increasingly complex financial environment in which we all live. As much as I enjoy learning, the education that I can provide my clients gives me the utmost joy. I strive to provide them with the comfort of understanding the products available to them, and how implementing them can help to achieve their aspirations. Preparing my clients for what is to come, and then throughout life events, I guide the decisions and financial implications of job changes, divorce, additions to the family and the care and support of aging parents.

My focus areas include but are not limited to:
-Retirement income strategies
-Insurance and annuities
-Estate and legacy strategies
-College savings

I take so much pride in spending time in the office I have built with the assistance of my community. It is both an honor and a privilege to go to work each day. When I am not in the office, I keep busy giving back, actively participating with one of my many charitable social groups. At home, I am daughter to Greg, wife to Alex and Mom to Reid. I love to garden and take care of my pets, but the best time spent is that which I get to invest with my family.