Casey Brock

Casey Brock
Premier Banker

1533 Cape Coral Parkway West

Cape Coral, FL 33914

casey.brock@truist.com

Phone (239) 471-3893

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About me

Background

I am a Premier Banker with Truist and offer financial service experience since 2012.  I cover the Cape Coral and Pine Island markets.  I work closely with clients and their families and help to provide personal advice and tailored financial solutions through Financial Planning that guide them throughout their unique financial journey. I believe that building trust and providing personalized guidance are key to fostering strong and lasting relationships with my clients. My priority is to help ensure that each client feels supported and confident in their financial decisions. 

 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Personal interests

Outside of work, my weekends are filled with the extracurricular activities of my three children. We live in Cape Coral, FL.  My hobbies include traveling with my partner, watching sports and attending trivia nights at our favorite restaurant.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

Locations

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