As residents of Ormond Beach, FL, Dennis Casey and Beth Poisson established this office to provide financial services to successful individuals, families and businesses in the Ormond Beach and Volusia County area. With 35 years of financial services experience between them, helping others achieve their financial goals and dreams is the daily and long-term focus of CASEY Wealth Advisors.
As an independent financial advisor, Dennis can offer personalized financial strategies, not generic investment programs. Many of his clients do not want to be left to “do it yourself”, but rather choose to work with a trusted wealth advisor and find value in his services. Dennis believes in both active and passive money management, but with a healthy mix of financial planning, tax planning and estate planning as equally important tenets of a sound financial plan. Often, he will collaborate with your trusted advisors or introduce you to his network of professional advisors, including CPAs, Life Insurance Specialists and Estate Planning Attorneys.
Dennis earned his MBA from Palm Beach Atlantic University, in West Palm Beach, Florida, and obtained his BBA from Florida Atlantic University, in Boca Raton, Florida. Dennis is also an ABA Stonier School of Banking Graduate, held at Georgetown University.
Originally from Ft. Devens, MA, Dennis has been a Florida resident since 1987. Dennis enjoys golfing and cycling and most of all, attending University of Florida sporting events with his two sons, Rhys and Pierce. Dennis actively volunteers with the Daytona Beach Gator Club and many Veterans’ organizations in the community.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.