Casey is one of our newest additions here at Fross & Fross, but certainly not new to the industry. He brings to us roughly 10 years of experience in the Financial Services industry, currently holding his Series 6, Series 7, Series 63, and Series 65 registrations with LPL Financial. He also maintains his Florida State Life, Health and Variable Annuity license. Casey came to us from Allstate Financial Services, LLC. where he assisted his clients with their insurance and investment needs. One of his main tasks was to help ensure the protection of his clients’ financial well being in the event of an untimely death as well as prepare a strategy to transfer their wealth efficiently. Making sure his clients didn’t outlive their retirement assets was equally important and a focal point of his business model. Customer satisfaction is a priority for Casey as he believes that treating his clients how he would like to be treated is very important, not only in the work environment but in life in general.
Casey was born and raised in Long Island, NY. He relocated to Central Florida with his family which includes three children Jack, Nicholas and Kate. It wasn’t just to get away from the cold winters but more importantly to be close to both sets of Grandparents who reside in The Villages. The warm weather and a great education at The Villages Charter Schools were a bonus.
He has a passion for the martial arts and has spent more than two decades studying different styles, as well as training other students of all ages, from young children to mature adults. Some of his other interests include spending time at the beach, biking, golfing and time with his family.