Casey Dubinski
Senior Financial Advisor, Vice President at Merrill Lynch
Based in Scottsdale, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Scottsdale
Industry
Financial Services
Company size
35K
Contact information
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c•••••••@ml.com
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Background
About Casey Dubinski
My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning. My team at Merrill Lynch Wealth Management has over 40 years of experience working with a variety of clients to both formulate, and execute, their plans. I began my financial services career in private banking in 2007 – a turbulent time in our nation's history! But I loved working with our clients to help them navigate the new economic landscape. The experience of helping shoulder the financial and emotional responsibility of managing clients' assets during this time was priceless.
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