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23350 NORTH PIMA ROADSCOTTSDALE,
Senior Financial Advisor
Assistant Vice President
Casey/Hersh Group The Casey/Hersh Group has been delivering financial advice and wealth management strategies to families, individuals, small corporations and non-profit organizations. Our goal is to protect, preserve and grow our clients wealth and we aim to assist clients with every aspect of their financial lives.Our clients are comprised of affluent families and individuals, successful business owners and executives who value the disciplined approach we bring to each relationship. We provide clients with financial and investment strategies, wealth transfer and preservation, business services, retirement strategies and solutions, estate planning strategies and private money management.The Casey/Hersh Group insists on understanding the goals and specific situations of the people that we work with, and endeavor to establish deep and valued relationships. Clients can expect to receive personalized advice and strategies through services required by sophisticated investors. The team meets and communicates regularly with our clients to ensure that their financial lives are consistent with their personal goals and circumstances.
James Casey-Professional Profile James joined Merrill Lynch in 2007 and is approved as a Portfolio Advisor within the Merrill Lynch Personal Investment Advisory® (PIA) Program for specifically qualified Merrill Lynch Financial Advisors. As a Portfolio Advisor in this program, he can use a wide range of proprietary model portfolio strategies to help clients meet their investment objectives. He works with each client to set quantifiable goals, and helps prioritize their needs. He then develops and implements a customized portfolio using a wide variety of financial instruments.James is a graduate of California State University at Long Beach. His interests include competitive open water swimming, golf and skiing. Jennifer Hersh-Professional ProfileJennifer joined Merrill Lynch in 2007 and provides ongoing performance monitoring, personalized guidance, and periodic reviews of each client's progress towards reaching their investment goals. She is focused on Income Planning and Retirement strategies and holds a Chartered Retirement Planning CounselorSM designation with the College for Financial Planning.Jennifer has worked with corporate 401k plans, Non Profit, Individual Investors as well as Divorced and Widowed Women. She currently has a Certified Divorce Financial Analyst™ Designation awarded by the Institute for Divorce Financial Analysts™. This credential is presented exclusively to individuals trained to provide advice on financial equitable divorce settlements.Jennifer holds a BS from Arizona State University and she has served as a member of several of the Valley's charities including Junior Achievement and Women's Leadership Council/Valley of the Sun United Way. She enjoys equestrian, outdoor activities and spending time with her family.Merrill Lynch Personal Investment Advisory® is a registered trademark of Bank of America Corporation. Second Disclosure: Certified Divorce Financial Analyst™ and CDFA™ are trademarks of The Institute for Divorce Financial Analysts™. Third Disclosure: Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Jennifer Hersh is registered to do business in : AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
James Casey is registered to do business in : AZ, CA, CO, FL, ID, KS, MA, NC, NJ, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI, WY
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