Casie Merchant, CFP®

As 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, 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. She earned her Bachelor of Science in Business Administration degree in Finance and Undergraduate Certificate in Leadership from Youngstown State University. Additionally, Casie earned the CERTIFIED FINANCIAL PLANNER® certification. Before joining JFS, she completed internships with FNB Corporation.

Outside of work, Casie enjoys spending time outside, golfing, running, and listening to music. She is a member of the Financial Planning Association (FPA), Mahoning Valley Young Professionals, and the Mahoning-Shenango Valley Estate Planning Council.

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®

MEET MORE OF THE TEAM

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J. Stephen Lee

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Kevin K. Renne, CFP®, CEPA™

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Louis V. Colella, CPA/PFS, CFP®, CEPA™

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Mark Browne, CTFA

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Michael Parsons, AIF®, CPFA®

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Ryan Kennis, CFP®, CEPA™

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Thomas D. Wilson, CFP®

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Tiffany Danso, CFP®

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Discover the dedicated professionals behind our financial planning success. Our team brings a wealth of knowledge and a commitment to guiding you towards a secure financial future.