Casey Hunter

Casey Hunter is the Director of Operations for our Lakeland office and is a Principal Securities Registered Representative. She obtained her Bachelors of Science Finance from the University of South Florida in 2016 and joined our team in 2012. Casey currently holds her FINRA Series 7 Registration and Florida 2-15 Life, Health and Variable Annuities license. She works closely assisting the registered representatives in creating and maintaining financial plans and oversees all operations for our Lakeland office. She 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 is originally from Lutz, FL and moved to our Lakeland office in 2019. In her free time, she enjoys spending time with her husband and two sons. 

*Casey Hunter is not registered to sell securities and advisory products or services through Principal Securities, Inc.