Thomas Casey

Alumni Career Speaker Series is sponsored by Penn State Alumni Constituent Society and Career Services

Thomas Casey is a 2009 Penn State alum. Thomas graduated with a Bachelor of Science in Economics from the Smeal College of Business, but also started his education at the Wilkes-Barre campus.

After graduation, Thomas began his career in the financial services industry with Scottrade, one of the first investing companies to offer online trading. He worked on portfolio management software that helped register investment advisors run their wealth management practice.

During his tenure at Scottrade, he became a licensed Stockbroker.

Through a client driven focus, Thomas was offered a position with Merrill Lynch in Wilkes-Barre as a full service financial advisor. Along the way, he earned a professional designation as a Charter Retirement Planning Counselor and continues his education to become a Certified Financial Planner.

Thomas helps individuals and businesses overcome financial barriers by offering innovative and workable solutions that address risk tolerance, time horizon, liquidity needs and overall investment goals to help achieve their objectives.

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