info@cwealthra.com
(804) 282-1238

“High achievement always takes place in the framework of high expectation.”

-Charles Kettering

Casey Elliott, FPQP®

Client Growth Manager

“High achievement always takes place in the framework of high expectation.”

-Charles Kettering

About

Casey’s role emphasizes fostering connections with potential new clients, while identifying opportunities to provide further value and support in our current client relationships. Her enthusiasm for creating lasting bonds with clients is evident in her proactive approach, consistently seeking innovative ways to elevate our service offerings.

Education

  • BA – Virginia Commonwealth University (Graduated with Honors, Summa Cum Laude)

Credentials

  • Financial Paraplanner Qualified Professional® – College of Financial Planning
  • Notary Public, Secretary of the Commonwealth

Prior Roles

  • Lead Case Manager, PJI Law

Professional Focus

  • Relationship Building
  • Onboarding Coordination
  • Strategy Innovation

Personal

Casey enjoys spending quality time with family and friends, trying new restaurants, and playing fetch with her very energetic Australian Shepherd, Tucker.

Other Team Members