Casey is Director of Wealth Management and Client Service at Journey Wealth Partners in Concord, MA where she is responsible for managing client relationships and all financial planning. Prior to her current role at Journey Wealth Partners, Casey spent 16 years at BNY Mellon Financial Services where she was a Senior Relationship Manager, a Team Leader and a Senior Financial Analyst in wealth management. Casey received her BS from Boston College and attended Emory University where she graduated as a Certified Trust and Financial Advisor. Casey was elected to the HopeWell board in 2016.
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