Casie Merchant, CFP®

Associate Wealth Advisor

As Associate Wealth Advisor, Casie works with clients to develop and deliver individualized financial solutions to help meet their goals. Through an integrated financial planning approach, she aids in implementing investment strategies, tax planning strategies, insurance analyses, and estate planning techniques. Casie is passionate about helping clients attain financial peace of mind to get one step closer to enjoying life to the fullest.

Casie joined JFS in 2020 as a Client Relationship Specialist. Casie earned her Bachelor of Science in Business Administration degree in Finance and Undergraduate Certificate in Leadership from Youngstown State University. Additionally, she earned the CERTIFIED FINANCIAL PLANNER® certification and is a Financial Planning Association (FPA) member. Before joining JFS, she completed internships with FNB Corporation.

Outside of work, Casie enjoys spending time with her family and friends and participating in activities that get her body moving, such as golf, running, and strength training.

Get In Touch:

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Office Locations:
Hermitage

Education:
Bachelor of Science in Business Administration (Finance), Youngstown State University

Credentials or Certifications:
CERTIFIED FINANCIAL PLANNER®

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