Casey Nunez is the Director of Operations of the Lakeland branch of One Source Advisory. She joined our team in July of 2012. She graduated from the University of South Florida in May of 2016 with a degree in finance. She works closely with the registered representatives in tracking daily deposits, distribution requests, trades and assisting with reallocating portfolios as directed. She is assists in research for issues for both clients and advisors including questions regarding account history, security or cash movements, cost basis reporting, specific and tax issues. She works with multiple advisors in creating and maintaining financial strategies. Casey currently holds her FINRA Series 7 Registration and Florida 2-15 Life, Health and Variable Annuities license.
Casey grew up in Lutz, FL. She enjoys going to the beach, working out, and spending time with family and friends.