EDUCATION

Bachelor of Science, Business Administration - Liberty University

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

• CERTIFIED FINANCIAL PLANNER™

Abbey Casady, CFP®

Wealth Advisor

Abbey’s heart for serving others and her attention to detail and analytics have fueled her desire to build a career as a wealth advisor. She finds immense joy and satisfaction in coming alongside her clients to help them fulfill their calling, be impactful stewards, and achieve their life goals.

Education & Professional Experience

The road to EverSource Wealth Advisors has been a unique but intentional route for Abbey. She graduated summa cum laude from Liberty University with a degree in Business Administration and a focus in Financial Planning. Following graduation, Abbey moved to the great state of Texas, where she utilized her passion for camp ministry, working as an Accounting Specialist at Carolina Creek Christian Camps. While at camp, she passed the CERTIFIED FINANCIAL PLANNER™ exam and was eager to further her career in the financial services industry. She ventured to the Dallas area and joined Buckingham Strategic Wealth as an Associate Wealth Advisor. At Buckingham, she became a trusted, supporting advisor for over 150 clients and led an internal peer group of other associate advisors. After 2½ years at Buckingham, she joined the EverSource team, ready to continue her God-given calling of serving clients and families.

Personal Summary

Abbey resides in Frisco, TX. She satisfies her passions for youth and kids ministry at The Parks Church, in McKinney, TX and by volunteering as a leader for Frisco YoungLife. In her spare time, you can find Abbey reading in her local coffee shop while sipping on a chai tea latte, dominating the pickleball court, walking her goldendoodle, Weller, or expanding her title of self-proclaimed Bourbon Connoisseur. If not in Texas, she is likely traveling across the country, visiting her loved ones.