Casey Nunez is the Director of Operations for our Lakeland office and is a Registered Assistant. She obtained her Bachelors of Science Finance from the University of South Florida in 2016 and joined our team in 2012. She works closely with the registered representatives in creating and maintaining financial plans and handles all daily operations. She is assists in research for issues for both clients and advisors including questions regarding account history, security or cash movements, cost basis reporting, and tax issues. Casey currently holds her FINRA Series 7 Registration and Florida 2-15 Life, Health and Variable Annuities license.
Casey is originally from Lutz, FL and moved to our Lakeland office in 2019. Casey is a United Way HandsOn Suncoast Volunteer leader and enjoys participating in a variety of volunteer opportunities in the Tampa area each month. In her free time, she enjoys going to the beach and spending time with family and friends.