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Casey Snyder

 
Casey Snyder, CFP®

Partner
Senior Vice President
Wealth Manager, The Sedoric Group 
“I focus on the components of financial success that can be managed, rather than the variables beyond our control.”

Casey started 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 Senior Vice President.

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 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.

As a long-time Seacoast resident, Casey and his wife, Rhea, currently live in Greenland, NH with their
daughter, Cecelia, and son, Trig.

Forbes SHOOK Next-Gen Best-in-State - SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.

InvestmentNew 40 Under 40 - Each year InvestmentNews recognizes 40 industry professions under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 when the honorees were announced. Over 1,000 nominees were considered and 40 were chosen to receive the award in 2020. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews.

Neither Forbes, SHOOK, or the InvestmentNews receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes, Shook Research, or the InvestmentNews. These rankings are not indicative of an advisor’s future performance, are not an endorsement, and may not be representative of individual clients’ experience.

More about Casey:

  1. Describe your personality in one sentence?
    I am pragmatic, impatient, persistent, and big picture thinker.

  2. What would you be doing if you couldn’t work in finance?
    I would teach financial literacy and behavioral finance at the collegiate level.

  3. What are your wardrobe constants?
    Jeans and button downs. I love jeans, and am pleased that they are becoming increasingly common in the workplace.

  4. What unknown talent do you possess?
    I love to cook. As a college student, I discovered I had certain food sensitivities. I learned how to cook as a result and it has been a passion and creative outlet ever since.

I love what I do and believe as a profession it's critical we practice what we preach.

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