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Jeff Casale

Jeff Casale

Financial Advisor

Jeff has been providing investment guidance and long-term strategies to clients for over 18 years. Jeff specializes in personalized strategies to help clients achieve their financial goals. His commitment to putting the client’s needs first helps fosters relationships that span multiple generations.

Jeff began his career in 1999 and has spent time with top firms including Putnam Investments where he was a Vice President, Macquarie Capital and most recently LPL Financial Services working with retail investors as a Financial Consultant.

Jeff holds a Bachelor of Sciences degree in Business Management from the Massachusetts College of Liberal Arts, and currently resides in Groton, MA with his wife, son and daughter. He is actively involved in his community and volunteers his time with local youth sports organizations.