Casey Butcher

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Dade City, FL 33525-5246

Credentials

Series 66

Industry experience

6 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2019 - Present (7 years)

Depository Trust & Clearing Corporation

2005 - 2019 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matt F

CFP®

Land O Lakes, FL

Made Financial Design

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Educators, Teachers, and Academics FIRE (Financial Independence Retire Early) Gen X (Born 1965-1980)

Christopher S

CFP®, Series 63, Series 65

Wesley Chapel, FL

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner Women Professionals

Jimmy T

ChFC®, Series 66

Wesley Chapel, FL

Edward Jones

Wealth management General estate planning guidance Financial Professional

Joseph M

Series 66

Land O Lakes, FL

Fidelity

Joe Marone is a Financial Consultant currently working with Fidelity Investments since 2020. In this role, he collaborates with clients to develop and maintain financial plans aimed at achieving their retirement objectives. His approach emphasizes teamwork and focuses on aligning investment strategies with clients' lifestyles throughout their retirement years. Joe's professional experience spans several roles in the financial services industry. Prior to his current position, he served as Vice President of the Private Client Group at Fisher Investments from 2018 to 2020. He also held the positions of Branch Manager and Investment Consultant at TD Ameritrade between 2014 and 2018, and from 2008 to 2014, respectively. Early in his career, he worked as an Associate Financial Consultant at Laidlaw & Company, UK Ltd. from 2005 to 2008. He holds a California Insurance License. No additional information about his education or personal interests has been provided.

General retirement planning Retirement income strategy Income planning Wealth management

Jim F

Series 66

Wesley Chapel, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management ESG / Sustainable investing Inheritance planning

Ryan N

Series 66

Wesley Chapel, FL

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Military & Veterans
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