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portrait of Casey L Moneer
FINANCIAL ADVISOR

Casey L Moneer

410 E Washington St, Ste A, Slinger, WI 53086opens in a new window
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About Casey

As an Edward Jones financial advisor, I pride myself on working with the community to help families and business owners create, build and grow their wealth over the long term. With the amazing help of my branch office administrator, Corrine, we spend considerable time seeking to understand what's most important in your life, so we can deliver a valuable relationship in achieving your financial wellness.

With this, we:
1. Get to know you and your family on a deep level.
2. Contact and meet with you regularly to ensure progress is being made on what's most important.
3. Conduct a thorough analysis,...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesDecember 2018 to Current

Education

  • Milwaukee Sch of EngineeringBachelors

Personal Interests

  • Spending Time with Family
  • Hockey
  • Golfing
  • Traveling
  • History and Museums

Team Members

  • Corrine Wolff
    Branch Office Administrator
  • Angela Betz
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(262) 644-7557

Fax

(877) 222-4829

Office Address

410 E Washington St
Ste A
Slinger, WI 53086opens in a new window

Mailing address

P O Box 694
Slinger, WI 53086

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