Cassedy Financial Group, Inc.

Eric Lam is a financial advisor with Cassedy Financial Group, Inc. in Tampa, FL, holding a Series 66 designation and five years of industry experience. He has worked at Cassedy Financial Group since 2016 and previously at First Allied Securities, Inc. from 2016 to 2022. Outside of advising, he provides notary services and holds a fiduciary role as a power of attorney. Cassedy Financial Group serves high-net-worth families, individual investors, corporations, trusts, and retirement plans, offering discretionary and non-discretionary asset management along with financial and pension consulting. The firm emphasizes asset allocation, diversification, and systematic rebalancing, managing portfolios that include mutual funds, ETFs, fixed-income securities, and cash equivalents.

Cameron Cassedy is a financial advisor at Cassedy Financial Group, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. and First Allied Advisory Services. Outside of his advisory role, he serves as a board member of the Davis Island Civic Association, a trustee for the Tampa Bay History Center Foundation, and treasurer on the executive board of the Club of Tampa. Cassedy Financial Group serves high-net-worth families, individual investors, corporations, trusts, and retirement plans, providing asset management, financial consulting, pension consulting, and rollover guidance. The firm’s investment approach emphasizes fundamental analysis, asset allocation, diversification, and systematic rebalancing, managing portfolios with mutual funds, ETFs, fixed-income securities, and cash equivalents.

Thomas Cassedy is a financial advisor with Cassedy Financial Group, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked extensively at First Allied Advisory Services and First Allied Securities Inc. prior to his current role. Cassedy serves on the board for the endowment of St. John's Episcopal Church and St. John's Episcopal Day School. Cassedy Financial Group serves high-net-worth families, individual investors, corporations, trusts, and retirement plans, offering discretionary and non-discretionary asset management, financial consulting, pension consulting, and rollover guidance. The firm’s investment approach emphasizes fundamental analysis, asset allocation, diversification, and periodic rebalancing, managing over $200 million in assets.