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Stephen Casey

Investment Advisor Representative

Signet Financial Management

United States, Florida, Fort Myers Beach

About Me

Steve works directly with clients, providing advice and insight to help them achieve financial goals. He has the Series 65 Investment Adviser Representative exams, and over 27 years’ industry experience as a Financial Adviser for Morgan Stanley and Prudential. Steve has worked with Signet since 2007. His education is from Rutgers University, where he studied Economics. Steve lives in Florida with his wife and three sons. He enjoys fishing and coaching hockey.

Profile Information

Investment Advisor Representative

Signet Financial Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Fort Myers Beach

Florida

United States

Aug 30, 2025

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