Absolutely everyone deserves thorough, sound financial advice. I am committed to providing nothing short of that.
The importance of working at a firm that places significant value in family is what inspired Casey Floyd to join the Allen & Company team. After a successful decade as a project manager collaborating with geologists and engineers, he was drawn to use his expertise in a more personally fulfilling role.
As a Financial Advisor, he is an advocate for his clients in seeing their financial goals come to life. In his former capacity, the need to navigate through constant change in order to meet the outlined goals has prepared him for the certainties of the ever- changing financial arena. Casey holds the Series 7 and 66 licenses as well as Life, Health and Variable Annuities.
Being a lifelong enthusiast of physical fitness with a passion for baseball, Casey is the perfect addition to the corporate baseball team. A native Floridian and family man he, his wife and three children reside in the Winter Haven community.
Check the background of this investment professional on FINRA BrokerCheck