--- title: Casey Waits - WealthVisory description: "Casey Waits Casey Waits\nManaging Partner\ncasey@wealthvisory.com\n972-581-3072" --- [![WealthVisory_logo_color](https://wealthvisory.com/hubfs/WealthVisory_logo_color.png)](https://wealthvisory.com/?hsLang=en) - About - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [Meet Our Team](https://wealthvisory.com/team) - [SmartMethod](https://wealthvisory.com/smart-method) - Investment Strategies - [SmartGrowth](https://wealthvisory.com/smartgrowth-strategy) - [ExxonMobil](https://wealthvisory.com/exxonmobil-employees) - Expertise - [ExxonMobil Employees](https://wealthvisory.com/exxonmobil-employees) - [401(k) Services](https://wealthvisory.com/401k-services) - [Resources from our Desk](https://wealthvisory.com/resources-from-our-desk) - [Contact](https://wealthvisory.com/contact) - [Client Login](https://www.wellsfargoclearingservicesllc.com/sac/prospera/index.htm) - [eMoney](https://wealth.emaplan.com/ema/SignIn?ema%2Fprospera%2Fassetcapital) - [Premier Client Portal](https://login.bdreporting.com/Auth/SignIn) # Casey Waits ![casey-waits-wealthvisory-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/casey-waits-wealthvisory-400x400.jpg) ### **Casey Waits** **Managing Partner** [casey@wealthvisory.com](mailto:casey@wealthvisory.com) [972-581-3072](tel:972-581-3072) Casey Waits is a Managing Partner and cofounder of WealthVisory. An award-winning adviser, he has over 26 years of experience in the financial industry as a registered securities representative. Casey joined Prospera Financial Services in 1997, where he expanded his knowledge base by becoming a licensed insurance agent in 2002 and an investment advisor in 2003. He has been named a Five Star Wealth Manager by Texas Monthly for 10 consecutive years, a recognition only given to wealth managers who have scored highest in client and financial services, based on research by a national independent research company. Casey is dedicated to helping individuals and businesses develop financial and investment strategies aligned with their needs, goals, and risk tolerance. He attended the University of North Texas in Denton. Passionate about community service, Casey earned the James Dunks Advocate Award, presented by Prospera Financial, for his involvement in local communities. He also serves as a Rotarian, where he is a part of local projects through The Rotary Club in Frisco. He and his wife Angela have two daughters and enjoy camping, riding motorcycles, and playing basketball and soccer as a family. #### Professional Credentials - Series 7 Securities License - Series 66 Securities License - The Life and Health Insurance License ## Let’s talk to find out how we can help you reach **financial freedom.** #### About Us Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the SmartMethod, helps you pursue your financial independence. #### Our Office 7110 Pecan Street, Frisco, TX 75034 **E:** [support@wealthvisory.com](mailto:support@wealthvisory.com) **P:** [800-231-6276](tel:8002316276) #### Learn More - [Meet Our Team](https://wealthvisory.com/team) - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [SmartMethod](https://wealthvisory.com/smart-method) #### Follow - - [![bc_logo_large-300x80](https://wealthvisory.com/hubfs/Wealth_Visory/Images/bc_logo_large-300x80.png)](https://brokercheck.finra.org/) Securities and advisory services offered through Prospera Financial Services, Inc. | Member [FINRA](https://www.finra.org/)/[SIPC](https://www.sipc.org/) \*WealthVisory does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. [Click here](https://www.prosperafinancial.com/disclosures/) to view the Form CRS. [Click here](https://www.wealthvisory.com/privacy-policy?hsLang=en) to view our privacy policy. © 2025 WealthVisory All rights reserved. ![](https://px.ads.linkedin.com/collect/?pid=8154620&fmt=gif)