Brenna K. Casey – Financial Advisor

Edward Jones - Making Sense of Investing

Coming from a family of financial advisors, Edward Jones has always been a large aspect of my life. I strongly believe in the values and ideals that Edward Jones stands for. My passion for investing and Edward Jones stems from observing my parents not only help their clients accomplish their financial goals, but also create meaningful and lifelong partnerships with clients and the community.

One of my favorite lines to share with my clients is, “You won’t fully understand the value that Edward Jones brings to you and your family during one appointment, you’ll uncover our value over years of partnering together.” It’s difficult to sum into words all that we do for our clients. We work together to make sense of your IRAs, 401Ks, SEPs, annuities, 529s, etc. However, Edward Jones goes beyond that. We are with you through the best, and also the most challenging times in your life. We know you, we care about you, and we partner with you in every life stage.

A large component of our mission is to be an active participant in our communities. Currently, I serve as the president-elect for Soroptimist International in Burlington, WA, and I serve as secretary on the board of the Stanwood Chamber of Commerce.

I’m passionate about making a difference in my community, and helping individuals and businesses achieve their financial goals through tailored, and comprehensive investment planning. I build my business based on honesty, education, and always putting the needs of my clients first.

Stop by today to learn more about Edward Jones, and how we can make a difference in your financial future.

Retirement Savings Strategies
Business Retirement Plans
Estate & Legacy Strategies
Insurance & Annuities
College Savings
New Investors

Monday - Friday 8:30am - 5pm *Appointments available outside of normal business hours upon request