Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Ready O'Donovan is a Registered Representative at TCI Wealth Advisors, Inc. Casey has been in the industry since 2014 and specializes in retirement planning, financial planning, investment advisory, and other financial services. Casey earned their Series 66 license in 2019. Casey has worked in the financial industry for various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Willis Towers Watson, Bank of America N.A., CliftonLarsonAllen Wealth Advisors LLC, and TCI WEALTH ADVISORS, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
12/02/2024 - Present
TCI Wealth Advisors, Inc. (TUCSON AZ)
Active
Inactive
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