Senior Vice President
For Casey Middleton, the best part about being a financial advisor is meaningfully helping other people every single day. As a Senior Vice President – Investment Officer, Casey takes an authentic interest in his clients’ families and lives, which he finds key to personalized planning. As a devoted steward, Casey keeps his clients focused on their long-term plans to help alleviate the emotional stress that poor market conditions can cause.
For nearly 25 years, Casey has structured portfolios to address his client’s specific financial goals throughout major shifts in the markets. After graduating with a BS in Business Administration, he built a reputation for being hardworking, loyal, and responsive at Smith Barney and Wells Fargo Advisors. Always striving to overdeliver for his clients, Casey went independent with Wells Fargo Advisors Financial Network to take both his availability and standard of care to the next level.
Every single day, Casey puts his deep faith and strong convictions at the center of his actions. A lifelong native of Jacksonville, he generously gives back to the community both by mentoring the next generation and through his involvement with Mission House – a faith-based organization that empowers the homeless to become self-sufficient. Casey and his wife Julie love spending time together, as well as with their two adult children. You’ll find him either in the water or in the woods in his free time, preferably joined by family and friends.