Diane E. Casey

As Operations Manager, Diane ensures that all client service activity and requests are taken care of in a timely manner. She will be instrumental in assisting you with the movement of funds within your accounts, overseeing cash distributions, preparation of new account documents as well as various other financial needs.  Prior to relocating to Vero Beach, Florida from Boston, Massachusetts, Diane worked with a private wealth management team as a licensed representative with both her Series 6 and 63 licenses.