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It is neither wealth nor splendor, but tranquility and occupation which give happiness.

Thomas Jefferson


Patrick Casey & Associates llc is an executive search firm specializing in the recruitment and placement of financial advisors.  If you are an advisor looking for a change or simply interested in investigating the market, we have the experience and expertise to assist you in achieving your objectives. 


Our clients are the most respected wealth management firms in the industry.  They include a wirehouse, two boutiques, bank, and two independent platforms.  Each firm offers something a little different for advisors.  After we have discussed your business goals and the benefits of each client firm you will be able to narrow down the firm that will best serve your clients and you. 

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