Casey Waits | Managing Partner and Cofounder of WealthVisory

Casey Waits

Managing Partner

Casey Waits is a Managing Partner and cofounder of WealthVisory. An award-winning adviser, he has over 26 years of experience in the financial industry as a registered securities representative. Casey joined Prospera Financial Services in 1997, where he expanded his knowledge base by becoming a licensed insurance agent in 2002 and an investment advisor in 2003. He has been named a Five Star Wealth Manager by Texas Monthly for 10 consecutive years, a recognition only given to wealth managers who have scored highest in client and financial services, based on research by a national independent research company.

Casey is dedicated to helping individuals and businesses develop financial and investment strategies aligned with their needs, goals, and risk tolerance. He attended the University of North Texas in Denton.

Passionate about community service, Casey earned the James Dunks Advocate Award, presented by Prospera Financial, for his involvement in local communities. He also serves as a Rotarian, where he is a part of local projects through The Rotary Club in Frisco. He and his wife Angela have two daughters and enjoy camping, riding motorcycles, and playing basketball and soccer as a family.

Professional Credentials

  • Series 7 Securities License
  • Series 66 Securities License
  • The Life and Health Insurance License