KASE WEALTH ADVISORS - Key Persons
Job Titles:
- Registered Sales Assistant
Amanda obtained her first role in the financial services industry as an intern for a local independent RIA firm in Tampa Florida in 2011. That start would lead her into a permanent role with the company and would be the steppingstone to launch her career.
Her responsibilities quickly accelerated and was instrumental to the success and expansion of the local firm into several other offices around the country. She was responsible for supporting five partners of the firm, daily account and client services, and later would become the branch office manager for the Tampa location. During that time, she also successfully passed her Series 7 General Securities License, as well as her Series 63, and life, health, and variable annuity insurance licenses.
In 2014 she was an instrumental part of establishing KASE Wealth Advisors and is continuing her role as office manager and Executive Assistant to the Managing Directors and Advisors. Amanda continues to be the key person for client support and service in addition to overseeing the day to day activity, accounting, and general operations of the firm.
Her daily interface with clients of the firm to make sure all their individual needs are met through administrative functions, organizing reports, tracking asset transfers, and the preparation of all client facing documents and presentations.
Amanda resides in Brandon, Florida with her husband Randy, and three sons. Her passion for the community, fitness, and animals are characteristics that make her a great addition to KASE Wealth Advisors.
Evan Conley has been developing customized wealth management and financial strategies for individuals and businesses for the past 12 years. In addition, he formerly served as a pension specialist in the Mass Mutual Financial Group Tampa office and is well versed in helping to maximize the value of company retirement plans.
He differentiates himself by taking a personalized approach in dealing with individual clients and retirement plan participants. Throughout his career, he has maintained core principals essential to building wealth and financial independence, believing that the first step in doing so is to carefully listen to and discuss the client's concerns and financial goals.
His passionate belief in providing truly personalized and unbiased financial consulting is the reason Mr. Conley was asked to join KASE Wealth Advisors.
Evan received a bachelor's degree in economics from the University of South Florida. Currently, he holds a Series 7, 6, 66 and life, health and variable annuity insurance licenses. He also holds the Accredited Investment Fiduciary® (AIF®) designation.
He was drafted by the Cincinnati Reds and played six seasons of professional baseball prior to becoming a financial advisor. The hard work, dedication, and preparation required of a professional athlete has proved extremely useful in analyzing and meeting the needs of clients.
Evan, is a native Floridian, raised in Bradenton, and has resided in South Tampa since 2006. In his free time, he enjoys scuba diving, exercising, traveling, and is an avid college football fan. He attends Radiant Church and is involved in a number of community charities.
Keith Glaser has been developing individual financial strategies and providing investment consulting services for nearly 20 years. Formerly a financial advisor with Merrill Lynch and Morgan Stanley, he joined a boutique independent firm in 2009 where he was named a managing partner. Seeking more of a challenge, Keith followed his entrepreneurial spirit by becoming the Co-Founder and Managing Director of KASE Wealth Advisors in Tampa, Florida.
We believe the cornerstone of financial planning is the recognition that everyone's economic and life situations are unique. Scott knows that personalized care and wealth planning are essential when matching clients with the right financial products and services.
Scott Jackson has been working in the financial industry providing financial strategies and investment services to clients for nearly 20 years. During that time, he has developed a financial planning process that provides families, non-profit organizations, and small institutions with a path designed to grow and protect their assets.
Formerly a Financial Advisor with Morgan Stanley and Smith Barney, he gained large brokerage firm knowledge and experience and later branched out to become a Partner at a boutique independent firm in Tampa, FL. In this role he was responsible for growing his individual business as well as helping to expand the footprint of the firm. The time then arrived where he outgrew his role at the previous company and would take on his next challenge as the co-founder and managing director of KASE Wealth Advisors based in Tampa, Florida.
His client-based planning approach provides the support and professional resources to deliver advanced investment strategies, and a customized Family Wealth Plan for individual clients.
His philosophy is based around the principle that education and understanding of your current financial situation is vital to making prudent investment decisions. If you have any questions about your current financial situation or wish to schedule an appointment, please contact us.
Scott successfully completed his Series 7, 31, 66 and the Life and Variable Insurance licenses.
"As an independent Advisor, I have the flexibility of an open investment platform; which provides the opportunity to find the financial investments best suited for the needs of my clients."