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Brandi Casey

2/10/2020

 
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Brandi Casey
Relationship Manager
Toledo, OH
EMAIL BRANDI CASEY
Brandi Casey is the Relationship Manager at Carnegie Investment Counsel in the firm’s Toledo office. She is available to help clients with all account requests and questions. Brandi also serves as primary contact for 401(k) clients.

Brandi joined Carnegie with more than ten years’ experience in banking. Outside of work, Brandi’s young daughter keeps her busy.
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Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis