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Casey Snyder

Casey Snyder, CFP®

Managing Director
Wealth Manager
“I focus on the components of financial success that can be managed, rather than the variables beyond our control.”

Pragmatic, persistent, and a “big picture thinker”, Casey works with a select group of families and individuals and uses his background in finance and human behavior to develop comprehensive planning and wealth management strategies that are tailored to the unique needs of each client. He is collaborative in his approach to goal-setting and focuses on educating and empowering his clients in their financial lives.

Casey began his journey at Wells Fargo Advisors (formerly A. G. Edwards & Sons) in 2008 and formally joined The Sedoric Group in 2015. Since then, Casey has been an integral part of the evolution of The Sedoric Group and quickly ascended to his current role of Partner and Managing Director.

Casey has been recognized as a leader in the financial world through numerous accolades and awards. In addition to having the honor of presenting Great Bay Community College’s Commencement address in 2019, Casey serves on the college’s Advisory Board. Since 2018, Casey has been a member of the Raymond James Technology Advisory Council which helps guide and prioritize Raymond James commitment and investment in technology. He was also featured on Forbes SHOOK Next-Gen Best-in-State 2019 list and InvestmentNews 40 Under 40 List 2020.

Throughout his career, Casey’s perspectives have been published locally, regionally, and within nationally recognized publications including the NH Business Review, Barron’s, and the Financial Times.

Outside of the office, Casey is an avid cook who discovered the talent during college when discovering some food sensitivities. Now, he uses his passion for food as a creative outlet, (and to impress to his friends at dinner parties!) As a long-time Seacoast resident, Casey and his wife, Rhea, currently live in Greenland, NH with their daughter, Cecelia, and son, Trig.

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Check the background of this financial professional on FINRA's BrokerCheck