Robert Casey

Robert casey

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location of Robert CaseyFlorham Park, New Jersey, United States
Followers of Robert Casey1000 followers
  • Timeline

  • About me

    Senior Vice President, Resident Director, Senior Portfolio Advisor

  • Education

    • Ramapo college

      2012 - 2015
      Attended no degree conferred
    • County college of morris

      2007 - 2012
      Attended no degree conferred
    • Hopatcong high school

      2003 - 2007
      High school diploma/ged
  • Experience

    • Merrill lynch wealth management

      Jan 2011 - now
      Resident director, senior vice president
  • Licenses & Certifications

    • Personal investment advisor

      Merrill lynch internal
      Jan 2022
    • Certified exit planning advisor

      Exit planning institute
      Aug 2025
  • Honors & Awards

    • Awarded to Robert Casey
      Forbes "Best-in-State Wealth Management Teams" - Jan 2024 Published on January 9, 2024. Rankings based on data as of March 31, 2023.2024 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because… Show more Published on January 9, 2024. Rankings based on data as of March 31, 2023.2024 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less
    • Awarded to Robert Casey
      Forbes "Top Next-Generation Wealth Advisors Best-in-State" - Aug 2023 • I am thrilled to share that I've been recognized on the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list.Published on August 8, 2023. Rankings based on data as of March 31, 2023.2023 Forbes "America's Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are… Show more • I am thrilled to share that I've been recognized on the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list.Published on August 8, 2023. Rankings based on data as of March 31, 2023.2023 Forbes "America's Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook's rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less
  • Volunteer Experience

    • Volunteer

      Issued by Pass it Along
      Pass it AlongAssociated with Robert Casey
    • Volunteer

      Issued by Habitat for Humanity
      Habitat for HumanityAssociated with Robert Casey