Casey Waits

My team and I are dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with comprehensive financial advice and portfolio management services, provided with the highest level of personal service and professional integrity. Our goal is to work closely with clients to help build their financial assets in a manner suited exclusively for them. We follow a systematic process to assist clients in accomplishing their financial goals.Awards and HonorsFive Star Wealth Manager (published in Texas Monthly Magazine in 2012, 2013, 2014, 2015, 2016, 2017 and 2018)James Dunks Advocate Award (presented by Prospera Financial for my involvement in local communities)Getting to Know MeI live in Frisco, TX with my wife, Angela, and our two daughters, Raegan and Ashlynn. We have a residence in New Braunfels as well. We enjoy spending time outside—camping, riding motorcycles, playing basketball and soccer. I also serve as a Rotarian, where I’m a part of local projects through The Rotary Club in Frisco and New Braunfels.DisclosureSecurities and Advisory services offered through Prospera Financial Services, Member FINRA/SIPC. I will not request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.