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.


Stephen Casey
Investment Advisor Representative
Signet Financial Management
United States, Florida, Fort Myers Beach
About Me
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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