Advisor at Merrill
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Casey Shultz is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in August 2022. He specializes in delivering tailored wealth planning strategies for individuals and organizations, helping clients meet their current and long-term financial objectives. Casey emphasizes a personalized approach to financial planning, recognizing the unique circumstances and goals of each client. His expertise includes divorce transition planning, education planning, personal retirement planning, small business strategies, investment strategy, and tax minimization.
Prior to joining Merrill, Casey had over ten years of experience in union roles, including positions as a railroader at CSX Transportation and transportation manager at US Steel Corporation. He also worked as a Banker for PNC Financial Services directly before his current role. Casey holds a Bachelor’s degree in Finance and an MBA from Excelsior College in Albany, NY, and has earned the Chartered Retirement Planning Counselor™ designation, as well as the CERTIFIED FINANCIAL PLANNER™ and Personal Investment Advisor credentials. He is fluent in English and Spanish.
Outside of his professional work, Casey is involved with the Westmoreland Food Bank and the Westmoreland Symphony Orchestra. He enjoys baseball, bowling, cooking, football, golfing, music, and spending time with his family. Casey lives with his wife Leah and their son, Xander.
Bank of America, N.A.
2022 - Present (4 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2022 - Present (4 years)
PNC Financial Services
2021 - 2022 (1 year)
Saks Off Fifth
2020 - 2021 (1 year)
Transtar/United States Steel
2019 - 2020 (1 year)
CSX Transportation
2010 - 2019 (9 years)
ChFC®, Series 63, Series 66
Greensburg, PA
Edward Jones
CFP®, Series 66
Greensburg, PA
Edward Jones
Series 66
Irwin, PA
Edward Jones
Series 63, Series 66
Monroeville, PA
Edward Jones
Series 63, Series 65
Pittsburgh, PA
Edward Jones
Series 63, Series 65, Series 66
Greensburg, PA
Merrill
Wendy Semkus serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those goals. She provides ongoing advice, adjusting plans as clients’ situations change. Wendy’s expertise encompasses a range of personal financial priorities, including purchasing a home, funding education, managing elder care, and preparing for healthcare needs. She brings a focus on aligning financial plans with clients' unique perspectives and objectives. Wendy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Mount St. Mary's University.
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