Broker Check
Noelle Casey

Noelle Casey

Financial Advisor

noelle.casey@cfsllc.com

Mobile: 860.990.9709

Office: 860.677.2600 Ext. 705

   



   

Noelle has always been great with numbers.  She graduated Summa Cum Laude from Trinity College where she received her BA in mathematics and music. Noelle is also a member of Phi Beta Kappa.  She finds great satisfaction in analyzing and problem solving.  Noelle’s ease with numbers and her gift of creativity help guide her clients through financial organization and maximization for their futures. 

In 2021, Noelle was nominated and a panelist for NAIFA 4 under forty and was awarded #1 New Associate of the Year. She enjoys working with small business owners to help maximize their business dollars for personal use, utilizing  problem solving strategies.  Her attention to detail and dedication to her clients are unwavering. 

Noelle works with her clients to educate and prepare them for their short- and long-term goals, taking into consideration the unpredictability of the future. She works to assure her clients that no matter what journey they take, they can rely on Noelle to be their financial advocate and educator through it all. 

Noelle believes that people should follow their dreams and do what they love. Therefore, she has committed herself to relieve the stress of others and help them gain financial confidence during every step. 

Noelle is an active member of her community and is part of a professional band with her four sisters, the KC Sisters with who she competed on Nickelodeon’s America’s Most Musical Family. She plays multiple instruments, enjoys reading, and being active outdoors. 

Noelle is a member of the Association of Financial Educators, holds the Series 7, Series 66, SIE, and Life & Health licenses, and offers products and services held to a fiduciary standard.

Education

  • Trinity College

Licenses

  • Series 7
  • Series 66
  • SIE
  • Life
  • Accident & Health
Membership
  • Association of Financial Educators
Client Centered



Michaela Casey Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4075079.  AR license 19548719