Kasey meets with clients to review their financial objectives and asses their portfolio performance. Through years of experience working with our clients, she has developed an intimate understanding of our clients’ needs and goals. She is also responsible for team management and day-to-day operations.
Kasey graduated from the University of Central Florida with a Bachelor of Science in Business Administration, Finance Major. Kasey holds a Series 7: General Securities Representative License and Series 66: Uniform Combined State Law License.
Kasey joined the RWS team in 2010.
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