Casey O’Rourke, CPFA®
Casey joined Fross and Fross Wealth Management in June 2013 and is a veteran of the financial services industry. He started his career in New York with Citi - Smith Barney and transitioned to Allstate Financial Services, LLC. Casey is involved with every aspect of client portfolio management at Fross and Fross. He serves on our investment committee and has managed trade operations at the firm.
He currently holds his Series 6, 7, 63, and 65 registrations with LPL Financial. He also maintains his Florida State Life, Health, and Variable Annuity licenses. Growing up, Casey used to race BMX bicycles nationally and has had a passion for Martial Arts from an early age. Today he enjoys going to the beach with his family and relaxing in the sand.