Brian Casey, Cfp®
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Brian Casey, Cfp® Email & Phone Number

Principal at Cerity Partners at Cerity Partners
Location: Cincinnati, Ohio, United States 5 work roles 2 schools
1 work email found @ceritypartners.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@ceritypartners.com
LinkedIn Profile matched
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Current company
Cerity Partners
Role
Principal at Cerity Partners
Location
Cincinnati, Ohio, United States
Company size
211 employees

Who is Brian Casey, Cfp®? Overview

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Quick answer

Brian Casey, Cfp® is listed as Principal at Cerity Partners at Cerity Partners, a company with 211 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at ceritypartners.com and a matched LinkedIn profile for Brian Casey, Cfp®.

Brian Casey, Cfp® previously worked as Principal at Cerity Partners and Senior Financial Consultant at Td Ameritrade. Brian Casey, Cfp® holds Bachelors Of Science, Accouting & Finance from Northern Kentucky University.

Company email context

Email format at Cerity Partners

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*@ceritypartners.com
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AeroLeads found 1 current-domain work email signal for Brian Casey, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Brian Casey, Cfp®

Brian Casey, Cfp® is a Principal at Cerity Partners at Cerity Partners.

Current workplace

Brian Casey, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Cerity Partners
Cerity Partners
Principal at Cerity Partners
new york, new york, united states
Website
ceritypartners.com
Employees
211
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Company profile
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5 roles

Brian Casey, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Financial Consultant

Td Ameritrade

Cincinnati, Ohio

Oct 2012 - Aug 2020

Licensed Personal Banker

Chase
Dec 2010 - Oct 2012

Financial Advisor

Waddell & Reed

Cincinnati, Ohio

Jun 2009 - Aug 2010
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →

CW Clay Willoughby Clay Willoughby Colleague at Cerity Partners Louisville, Kentucky, United States, United States View → CW Cathy Wegner Cathy Wegner Colleague at Cerity Partners Denver, Colorado, United States, United States View → KR Kelly Rueckert Kelly Rueckert Colleague at Cerity Partners Albany, New York Metropolitan Area, United States View → MP Matt Paladini, Cfp Matt Paladini, Cfp Colleague at Cerity Partners Dallas-Fort Worth Metroplex, United States View → JA Jessie Angulo Jessie Angulo Colleague at Cerity Partners Cincinnati Metropolitan Area, United States View → JJ Jeff Johnson Jeff Johnson Colleague at Cerity Partners Walnut Creek, California, United States, United States View → CG Courtney Gentry Courtney Gentry Colleague at Cerity Partners United States, United States View → KP Kinga Pietrzycki Kinga Pietrzycki Colleague at Cerity Partners Cleveland, Ohio, United States, United States View → JZ Joe Zurschmiede, J.D., Cfp® Joe Zurschmiede, J.D., Cfp® Colleague at Cerity Partners Louisville Metropolitan Area, United States View → CG Caroline Good Caroline Good Colleague at Cerity Partners Norfolk City County, Virginia, United States, United States View →
2 education records

Brian Casey, Cfp® education

FAQ

Frequently asked questions about Brian Casey, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brian Casey, Cfp® work for?

Brian Casey, Cfp® works for Cerity Partners.

What is Brian Casey, Cfp®'s role at Cerity Partners?

Brian Casey, Cfp® is listed as Principal at Cerity Partners at Cerity Partners.

What is Brian Casey, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ceritypartners.com for Brian Casey, Cfp® at Cerity Partners.

Where is Brian Casey, Cfp® based?

Brian Casey, Cfp® is based in Cincinnati, Ohio, United States while working with Cerity Partners.

What companies has Brian Casey, Cfp® worked for?

Brian Casey, Cfp® has worked for Cerity Partners, Td Ameritrade, Chase, Waddell & Reed, and Hayes, Neltner & Schmidt, Psc.

Who are Brian Casey, Cfp®'s colleagues at Cerity Partners?

Brian Casey, Cfp®'s colleagues at Cerity Partners include Clay Willoughby, Cathy Wegner, Kelly Rueckert, Matt Paladini, Cfp, and Jessie Angulo.

How can I contact Brian Casey, Cfp®?

You can use AeroLeads to view verified contact signals for Brian Casey, Cfp® at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Brian Casey, Cfp® attend?

Brian Casey, Cfp® holds Bachelors Of Science, Accouting & Finance from Northern Kentucky University.

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