Casey Fry
Financial Representative, Securities Registered Representative, Financial Advisor
As a senior financial advisor, I want to provide clients with a full financial planning experience while getting to know them and understand what is of value and true importance to them. After getting to know our client, I want to educate, build confidence, and create a plan that is in line with the financial goals and objectives we have discussed.
My focus is, but not limited to individual retirement planning, estate and legacy planning, and general investing.
I have worked in finance for over 15 years, and I have been an advisor for 12 years. My wife, Kellee and I have been married for 23 years and we have two children, Fayth 18 and Cullen 15.
I am active in the Granbury, TX rotary, Lakeside Baptist ministry and a member of the Lakeside finance committee team. Finally, I love to coach and mentor young athletes that aspire to play basketball at a competitive level.
Series 7, 6, 63, 66 and life & health licensed