Managing Partner/Owner
Current
Oct 2022 - Present
AeroLeads people directory · profile
Casey Waits Email & Phone Number
Managing partner/ Owner WealthVisory
at
WealthVisory
1 work email found
@prosperafinancial.com
4 phones found area 972 and 214
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing partner/ Owner WealthVisory
Location
Frisco, Texas, United States
Who is Casey Waits? Overview
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Quick answer
Casey Waits is listed as Managing partner/ Owner WealthVisory at WealthVisory, based in Frisco, Texas, United States. AeroLeads shows a work email signal at prosperafinancial.com, phone signal with area code 972, 214, and a matched LinkedIn profile for Casey Waits.
Casey Waits previously worked as Managing partner/Owner at Wealthvisory and President of Investments at Waits Financial Group. Casey Waits holds Business Adm. from University Of North Texas.
Company email context
Email format at WealthVisory
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{first}.{last}@prosperafinancial.com
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AeroLeads found 1 current-domain work email signal for Casey Waits. Compare company email patterns before reaching out.
Profile bio
About Casey Waits
My team and I are dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with comprehensive financial advice and portfolio management services, provided with the highest level of personal service and professional integrity. Our goal is to work closely with clients to help build their financial assets in a manner suited exclusively for them. We follow a systematic process to assist clients in accomplishing their financial goals.Awards and HonorsFive Star Wealth Manager (published in Texas Monthly Magazine in 2012, 2013, 2014, 2015, 2016, 2017 and 2018)James Dunks Advocate Award (presented by Prospera Financial for my involvement in local communities)Getting to Know MeI live in Frisco, TX with my wife, Angela, and our two daughters, Raegan and Ashlynn. We have a residence in New Braunfels as well. We enjoy spending time outside—camping, riding motorcycles, playing basketball and soccer. I also serve as a Rotarian, where I’m a part of local projects through The Rotary Club in Frisco and New Braunfels.DisclosureSecurities and Advisory services offered through Prospera Financial Services, Member FINRA/SIPC. I will not request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.
Listed skills include Investments, Retirement Planning, Series 7, Wealth Management, and 12 others.
Current workplace
Casey Waits's current company
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2 roles
Casey Waits work experience
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President Of Investments
Waits Financial Group
For more than 23 years, i have helped select families and small business owners meet their life-long financial goals. I provide personal advice based upon each clients unique needs.Securities and Advisory services offered through Prospera Financial Services, Member FINRA/SIPC. I will not request personal or account information through this site. Any such.
Aug 1997 - Oct 2022
1 education record
Casey Waits education
FAQ
Frequently asked questions about Casey Waits
Quick answers generated from the profile data available on this page.
What company does Casey Waits work for?
Casey Waits works for WealthVisory.
What is Casey Waits's role at WealthVisory?
Casey Waits is listed as Managing partner/ Owner WealthVisory at WealthVisory.
What is Casey Waits's email address?
AeroLeads has found 1 work email signal at @prosperafinancial.com for Casey Waits at WealthVisory.
What is Casey Waits's phone number?
AeroLeads has found 4 phone signal(s) with area code 972, 214 for Casey Waits at WealthVisory.
Where is Casey Waits based?
Casey Waits is based in Frisco, Texas, United States while working with WealthVisory.
What companies has Casey Waits worked for?
Casey Waits has worked for Wealthvisory and Waits Financial Group.
How can I contact Casey Waits?
You can use AeroLeads to view verified contact signals for Casey Waits at WealthVisory, including work email, phone, and LinkedIn data when available.
What schools did Casey Waits attend?
Casey Waits holds Business Adm. from University Of North Texas.
What skills is Casey Waits known for?
Casey Waits is listed with skills including Investments, Retirement Planning, Series 7, Wealth Management, Insurance, Investment Advisory, Finra, and Small Business.
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