CALIFORNIA CONSUMER - Key Persons
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Jim Casey, CFP® is passionate about his clients and their financial needs. This passion is the foundation of his financial planning practice which he created twenty years ago. He began his wealth management career with a unit of Bank of America where he worked assisting clients in private wealth management for eight years. It is this experience that has given Jim the particular insight to the needs of the individual investor. He joined LPL Financial and for over 17 years he has developed and successfully managed his own financial wealth management practice. His practice is client-centric and dedicated to servicing his clients as they execute strategies to pursue their financial objectives. Jim works diligently with his clients to crystallize their financial goals, develop a comprehensive plan to work toward these goals and then monitor the resulting plan on to make mid-course corrections, where necessary, to ensure all financial goals are still on track. Because of this "planning" driven approach, he emphasizes long-term relationships which are the cornerstone of his business practice. Thorough and innovative, Jim assists numerous successful professionals, business owners and retirees in the South Florida area. He believes his approach is a perfect match for individuals who want a well-conceived financial plan stressing long-term, value-oriented investing supported by effective tax and estate planning strategies.
Jim is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He is a graduate of the University of Florida. Jim is active in the Fort Lauderdale community with Covenant House Florida, River Walk Trust, and various nonprofit organizations.
Jonathan Winn believes all of his clients should have a plan for the future and he seeks to develop customized strategies and portfolios based on each client's individual needs and objectives.
Offering a wide range of services and designing customized investment portfolios, he is passionate about helping clients work toward their financial goals and seeks to ensure they are comfortable with their investments.
Jonathan specializes in pre-retirement and retirement income planning, as many of his clients are approaching retirement or already retired. A common concern among these clients is determining how to manage their wealth and make it last through retirement. Jonathan seeks to address their needs by managing risk and implementing strategies that seek to preserve their wealth in a tax-efficient manner. Taking a conservative approach, he develops investment strategies and makes subtle, tactical changes as needed. The goal of this process is to help clients create a steady and consistent income stream.
As an independent financial advisor, Jonathan is backed by LPL Financial, one of the leading financial services companies and the largest broker/dealer in the nation.* With advanced planning resources, LPL Financial provides him with significant support for all management and planning services. The combination of a national firm's strength with Jonathan's experience and care is delivered to every client relationship.
Jonathan is based in Fort Lauderdale, Florida but serves clients across the nation, including, however not limited to, Georgia, North Carolina, New York, Massachusetts, and New Jersey. He holds insurance licenses and securities registrations 7 and 66 along with the CRPC® designation- Chartered Retirement Planning Counselor. Learn more about the services and products Jonathan offers.
Beth Braznell, CPA is an educated professional with experience in public accounting, private accounting, banking, and commercial finance. She has specialized in small business accounting and middle market lending, but has worked with business of all sizes, from start-ups to companies with revenues of $500M. Her experience has enabled her to understand the needs of most businesses.
Beth has over 15 years of accounting experience including Assistant Controllership, Manager, and Consultant. Her background includes audits, reviews and compilations; corporate and personal tax; IRS resolution, forecasts and projections; business valuation; internal controls; budgeting; policies and procedures; management advisory services; health care consulting; and staff management.
Beth has 17 years of commercial finance and banking experience including 5 years of compliance auditing for new clients and existing clients as well as 12 years of business development in the small to middle market areas throughout the State of Florida. This has given Beth broad corporate experience from analyzing a company's lending needs, to credit underwriting, to structuring banking relationships that are aligned with their needs.
Beth graduated from the University of Florida with a Bachelors of Science degree in Finance. She completed her Masters degree in Accounting at Nova University. Beth has been a licensed Florida CPA since 1997 and is a member of the FICPA.
*Beth Braznell, CPA is not affiliated with LPL Financial. You are under no obligation to use the services of Beth Braznell, CPA, and may choose any qualified professional to provide the services described above.