Kelley Casper, Lcsw
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Kelley Casper, Lcsw Email & Phone Number

VP of Client Experience at Presilium Private Wealth
Location: Philadelphia, Pennsylvania, United States 6 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Presilium Private Wealth
Role
VP of Client Experience
Location
Philadelphia, Pennsylvania, United States

Who is Kelley Casper, Lcsw? Overview

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Quick answer

Kelley Casper, Lcsw is listed as VP of Client Experience at Presilium Private Wealth, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Kelley Casper, Lcsw.

Kelley Casper, Lcsw previously worked as Client Associate at Merrill Lynch and Trauma Therapist at Children'S Crisis Treatment Center. Kelley Casper, Lcsw holds Masters Of Bioethics from University Of Pennsylvania.

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Email format at Presilium Private Wealth

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Presilium Private Wealth

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Profile bio

About Kelley Casper, Lcsw

An experienced relationship manager who previously worked at Merrill Lynch with Jerry Davidse and Brook Hart, Kelley excels at working on client financial plans and focusing on delivering the full-service capabilities of Presilium.She is a graduate of Brown University and has earned two Master’s degrees from the University of Pennsylvania. Kelley enjoys running and playing tennis. She lives in Philadelphia with her husband, Dave, and their two young daughters, Riley and Ellie.

Current workplace

Kelley Casper, Lcsw's current company

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Presilium Private Wealth
Presilium Private Wealth
VP of Client Experience
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6 roles

Kelley Casper, Lcsw work experience

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Vp Of Client Experience

Current
Presilium Private Wealth

Philadelphia, Pennsylvania, United States

With our financial insight and industry experience, we create comprehensive plans that can navigate ever-changing markets, life events, and goals. Our demeanor and balanced approach to decision-making gives our clients confidence in their financial well-being. Presilium Private Wealth is an independent registered investment adviser, providing successful people with calming, simplifying solutions backed by detailed financial plans. We help clients take a holistic view of their current situation in order to build a path to the financial future they aspire to.

Apr 2022 - Present

Client Associate

Merrill Lynch

Philadelphia, Pennsylvania, United States

Mar 2021 - Apr 2022
3 education records

Kelley Casper, Lcsw education

FAQ

Frequently asked questions about Kelley Casper, Lcsw

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

What company does Kelley Casper, Lcsw work for?

Kelley Casper, Lcsw works for Presilium Private Wealth.

What is Kelley Casper, Lcsw's role at Presilium Private Wealth?

Kelley Casper, Lcsw is listed as VP of Client Experience at Presilium Private Wealth.

Where is Kelley Casper, Lcsw based?

Kelley Casper, Lcsw is based in Philadelphia, Pennsylvania, United States while working with Presilium Private Wealth.

What companies has Kelley Casper, Lcsw worked for?

Kelley Casper, Lcsw has worked for Presilium Private Wealth, Merrill Lynch, Children'S Crisis Treatment Center, Victim Services Center Of Montgomery County, Inc., and The Children'S Hospital Of Philadelphia.

How can I contact Kelley Casper, Lcsw?

You can use AeroLeads to view verified contact signals for Kelley Casper, Lcsw at Presilium Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Kelley Casper, Lcsw attend?

Kelley Casper, Lcsw holds Masters Of Bioethics from University Of Pennsylvania.

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