Advisor at Edward Jones
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Edward Jones
2014 - Present (12 years)
CFP®, Series 66
Narragansett, RI
Edward Jones
CFP®, ChFC®, Series 63, Series 66
South Kingstown, RI
Edward Jones
CFP®, Series 66
South Kingstown, RI
Edward Jones
Series 66
Wakefield, RI
Edward Jones
Series 66
South Kingstown, RI
Edward Jones
Series 63, Series 65
South Kingstown, RI
Merrill
Walter Casagrande is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in New York City, where he has been practicing since 2005. He specializes in family wealth management strategies, liquidity management, and portfolio management services. Walter emphasizes a comprehensive approach to wealth management that starts with understanding each client's individual goals and needs to develop a personalized financial strategy. Walter holds a Bachelor's Degree from Drexel University and is recognized as a Personal Investment Advisor (PIA). He leverages the investment insights of Merrill Lynch Wealth Management along with the banking and lending solutions of Bank of America to provide clients with integrated financial services. In addition to his professional responsibilities, Walter participates in community activities through volunteering, including work with SOS Animal Rescue. Outside of his professional life, Walter enjoys biking, football, golfing, ice hockey, skiing, traveling, watching movies, and spending time with his family.
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