Casey Muhtadi

Casey Muhtadi
Financial Consultant Truist Investment Services, Inc.
The Rase & Rambo Team of Truist Investment Services, Inc.

14141 Walsingham Rd

Largo, FL 33774-3230

About me

Background

Casey Muhtadi is a Financial Consultant on The Rase & Rambo Team of Truist Investment Services, Inc. that covers branches in Pinellas county. He offers clients more than 10 years of financial services, retirement planning, and investment management experience. He focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. Casey follows a disciplined holistic process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies. 

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
Virginia Commonwealth University 2010

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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