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Oliver_Casey 2022

Casey Oliver


Senior Associate, Wealth Advisor

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About Casey

As a Senior Associate – Wealth Advisor, my work is focused on working with a team of managing advisors to provide support to client relationships. I strive to listen to clients’ needs, respond to their requests in a timely manner, and answer questions to build a relationship of trust and openness. My goal is to help my clients better understand their investment options, to be a dedicated resource, and to do everything in my power to help them achieve their financial goals.

Along with experience as a Wealth Management Banking Advisor, I have spent more than 15 years in the Financial Services Industry. I bring everything I’ve learned into serving my clients.

CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.

Accreditation & Education

Bachelor of Arts in Marketing, Ohio University

Certified Financial Planner™

Up Close

  • Casey makes her home in North Royalton, Ohio with her husband and 2 daughters
  • Casey loves Yoga, cooking, and being outdoors

contact your financial planning specialist

Casey Oliver,


Senior Associate, Wealth Advisor