Casey Jorgensen, CFP®, RCC™

Casey Jorgensen serves as Chief Growth Officer at Cyndeo Wealth Partners, where she leads advisor recruiting, M&A pipeline and execution, and firmwide organic growth strategy.

Casey brings more than a decade of experience working with advisors and business owners across the wealth management industry. Prior to joining Cyndeo, she spent six years at Dynasty Financial Partners, working with some of the industry’s largest and most sophisticated independent RIAs consulting on growth strategy, talent management, operational efficiency, scalability, and profitability.

A native of St. Petersburg, Casey is actively involved in her community and serves on the Mainsail Art Festival Committee. She is an avid supporter of the Bucs, Bolts, and Rays and enjoys spending time with her husband, Grady, and their children, Shay and Raff.

Casey earned her Bachelor of Arts in Business Administration with honors from Furman University, where she competed as a Division I student-athlete. She is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Corporate Coach™, and holds the Series 7, 66, 9 and 10 licenses.