Casey Arundel

Casey Arundel is a Senior Wealth Strategy Associate and Wealth Advisor with Zager Wealth Management at UBS Wealth Management.23 He works with a select group of families to provide holistic financial advice and help them achieve their long-term financial goals.3 Casey is based in Atlanta, Georgia.5

Casey's professional background includes:

1. Education from Georgia institutions.3
2. Previous experience as an IT "A" School trainee in computer and communications fields, specifically in radio communications and computer systems administration.1
3. Prior position at Bank of America.6

As a financial advisor, Casey specializes in:

• Financial planning
• Portfolio management for individuals and small businesses
• Providing educational seminars5

Casey has been in the financial services industry for 11 years4 and is registered with UBS Financial Services Inc., operating from their office at 3560 Lenox Road NE, 28th floor, Atlanta, GA 30326.4