Your RWS Team

Kasey Markham

Director of Operations & Advisor

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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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Retirement Wealth Specialists is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. This content is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

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