Casey Odo is a Paraplanner with Nobile Hinchey Private Wealth Management, an independent investment advisory firm serving high-net-worth families and business owners near Glastonbury, Connecticut. The firm offers tax-savvy financial planning and wealth management to affluent families throughout Connecticut and Western Massachusetts, including Hartford, Avon, Farmington, and also throughout South Florida, including Miami and Boca Raton.
Casey strives to offer honest, upfront, and thorough in explanations of complex financial topics. He focuses on being a good listener so he can understand the concerns his clients face. Relationship-driven by nature, he enjoys educating clients on financial markets and investment topics.
Beginning his career with Coda Financial Group in North Carolina, Casey holds a bachelor’s degree and master’s degree in finance. He holds his life insurance and securities licenses and is taking courses towards the Certified Financial Planner designation. The CFP® designation is awarded to experienced financial professionals who pass an examination and pledge to abide by a strict code of ethics. Casey holds himself to their high standards of integrity, objectivity, professionalism and confidentiality.
He enjoys helping people with something as important as their finances. If he could give one piece of financial advice, it would be to not overreact to market volatility and avoid making emotional decisions with their investments. By helping clients to see the big picture and stay focused on their long-term goals, Casey works closely with the families he works with to help them make educated decisions rooted in research and logic.
Independence Supported By our broker dealer Investacorp
Nobile Hinchey Private Wealth Management is securities licensed through Investacorp, Inc., a registered broker-dealer owned by Ladenburg Thalmann, the sixth oldest Wall Street bank. Through our affiliation with Investacorp, the firm is able to offer state of the art technology, support, and resources while maintaining unbiased independence.
Case and his wife have a toddler daughter and enjoy spending time together with her and watching sports.