Will Casey
Fondateur chez Access Investment Advisors, Inc.
Profil
Mr. William R.
Casey is a President at Access Investment Advisors, Inc. He is on the Board of Directors at Franciscan Sisters of Christian Charity Sponsored Ministries.
He has over 25 years of experience in the areas of financial planning and asset management.
He is responsible for compliance, strategic planning, and global asset management decisions for Access, as well as serving clients of the firm.
Prior to forming Access, he spent 11 years with North Star Resource Group, one of the largest privately held financial planning firms in the country.
Before returning to Wisconsin in 1995 he managed the Phoenix Arizona office for the firm.
He also spent 2 years with a New York Stock Exchange firm, The Chicago Corporation, in Chicago Illinois, establishing its financial planning department.
In addition, Mr. Casey was previously employed as President by Big Brothers Big Sisters International and Chairman by Holy Family Memorial, Inc.
Mr. Casey graduated from the University of Wisconsin – Madison with a Bachelor’s degree in Business Administration.
Postes actifs de Will Casey
| Sociétés | Poste | Début |
|---|---|---|
Access Investment Advisors, Inc.
 Access Investment Advisors, Inc. Investment ManagersFinance Access Investment Advisors, Inc. (Access) is a wealth management firm headquartered in Manitowoc, Wisconsin. The firm was founded by William Casey in 1995. In 2024, they joined forces with Merit Financial Group LLC (formerly Merit Financial Advisors). Access provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. | Fondateur | 01/01/1995 |
Franciscan Sisters of Christian Charity Sponsored Ministries
 Franciscan Sisters of Christian Charity Sponsored Ministries Miscellaneous Commercial ServicesCommercial Services Franciscan Sisters of Christian Charity Sponsored Ministries operates as a religious organization. The company was founded in 1985 and is headquartered in Manitowoc, WI. | Directeur/Membre du Conseil | - |
Anciens postes connus de Will Casey
| Sociétés | Poste | Fin |
|---|---|---|
| Big Brothers Big Sisters International | President | - |
The Chicago Corp.
 The Chicago Corp. Investment ManagersFinance The Chicago Corporation is a financial and corporate advisory services company based in Chicago, IL. The private company is comprised of a team of experienced investment bankers who provide these services. The CEOs of the company are Frederic Floberg and Jeff Schneiders. | Corporate Officer/Principal | - |
North Star Resource Group, Inc.
 North Star Resource Group, Inc. Investment ManagersFinance North Star Resource Group, Inc. offers securities and investment advisory services. Its products and services include life insurance, disability insurance, long-term health care planning, investments and employer group benefits, including medical insurance, dental insurance, term life insurance, universal life insurance, long term disability, short term disability, employee assistance programs, and long term care; and retirement and savings plans. The firm also offers wealth management, financial, and responsive, insurance brokerage, long-term care and employee benefit services. The company was founded by Phillip C. Richards in 1908 and is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance New York Stock Exchange, Inc. operates securities exchange market. The company offers services to equity and stock market participants like listed companies, individual and institutional investors, and member firms of the stock exchange. It bring together cash equities and derivatives exchange for listings, trading in cash equities, equity and interest rate derivatives, bonds, and the distribution of market data. New York Stock Exchange was founded in 1792 and is headquartered in New York City, NY | Corporate Officer/Principal | - |
Holy Family Memorial, Inc.
 Holy Family Memorial, Inc. Hospital/Nursing ManagementHealth Services Holy Family Memorial, Inc. engages in healthcare services. It provides laboratory, screenings, wellness center, home health, and medical services. The company was founded on September 28,1899 and is headquartered in Manitowoc, WI. | Président | - |
Formation de Will Casey
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Access Investment Advisors, Inc.
Access Investment Advisors, Inc. Investment ManagersFinance Access Investment Advisors, Inc. (Access) is a wealth management firm headquartered in Manitowoc, Wisconsin. The firm was founded by William Casey in 1995. In 2024, they joined forces with Merit Financial Group LLC (formerly Merit Financial Advisors). Access provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. | Finance |
Holy Family Memorial, Inc.
Holy Family Memorial, Inc. Hospital/Nursing ManagementHealth Services Holy Family Memorial, Inc. engages in healthcare services. It provides laboratory, screenings, wellness center, home health, and medical services. The company was founded on September 28,1899 and is headquartered in Manitowoc, WI. | Health Services |
North Star Resource Group, Inc.
North Star Resource Group, Inc. Investment ManagersFinance North Star Resource Group, Inc. offers securities and investment advisory services. Its products and services include life insurance, disability insurance, long-term health care planning, investments and employer group benefits, including medical insurance, dental insurance, term life insurance, universal life insurance, long term disability, short term disability, employee assistance programs, and long term care; and retirement and savings plans. The firm also offers wealth management, financial, and responsive, insurance brokerage, long-term care and employee benefit services. The company was founded by Phillip C. Richards in 1908 and is headquartered in Minneapolis, MN. | Finance |
New York Stock Exchange, Inc.
New York Stock Exchange, Inc. Investment Banks/BrokersFinance New York Stock Exchange, Inc. operates securities exchange market. The company offers services to equity and stock market participants like listed companies, individual and institutional investors, and member firms of the stock exchange. It bring together cash equities and derivatives exchange for listings, trading in cash equities, equity and interest rate derivatives, bonds, and the distribution of market data. New York Stock Exchange was founded in 1792 and is headquartered in New York City, NY | Finance |
The Chicago Corp.
The Chicago Corp. Investment ManagersFinance The Chicago Corporation is a financial and corporate advisory services company based in Chicago, IL. The private company is comprised of a team of experienced investment bankers who provide these services. The CEOs of the company are Frederic Floberg and Jeff Schneiders. | Finance |
| Big Brothers Big Sisters International | |
Franciscan Sisters of Christian Charity Sponsored Ministries
Franciscan Sisters of Christian Charity Sponsored Ministries Miscellaneous Commercial ServicesCommercial Services Franciscan Sisters of Christian Charity Sponsored Ministries operates as a religious organization. The company was founded in 1985 and is headquartered in Manitowoc, WI. | Commercial Services |
