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
More profiles to browse
Jonathan Krasney
Owner & Managing Member
Jason Kohut
Managing Director
Shawn Hirsch
Partner of Wealth Management
EY
Evgeniy Yashin
Partner, Chief Executive Officer, Chief Investment Officer - Equities
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation