Casey Jorgensen

Casey Jorgensen joined Dynasty Financial Partners in 2020 and currently serves as the Head of the Dynasty Institute for Adaptive Leadership (DIAL) within the Service Team. In this role, she collaborates with some of the wealth management industry’s largest and most sophisticated firms, helping them optimize operational efficiencies, maximize growth, and expand margins. Casey has been instrumental in the build-out of DIAL, which includes the Advisor to CEO, Whole Family Advisor®, and Emerging Advisor Programs. She has also expanded the reach of the Dynasty Women’s Network and established herself as a thought leader in the independent wealth management space.

Prior to joining Dynasty, Casey worked at Raymond James within the Private Client Group Education and Practice Management department as a Business Development Strategist. In this capacity, she focused on integrating efforts across experienced advisor coaching, new advisor development, branch associate development, advisor inclusion networks, and educational programs and events. Additionally, Casey spent three years in the Succession and Acquisition Planning department, where she assisted advisors in planning, building, and transitioning their legacies.

Casey’s insights and expertise have been published in Barron’s and AdvisorHub, and she has been featured in Financial Advisor IQ and FA Magazine. She frequently participates as an expert panelist at top industry conferences.

Outside of the office, Casey is actively involved in her community. She serves on the Mainsail Art Festival Committee and is a Founding Friend of the Patrick Brett Foundation. A native of St. Petersburg, Florida, Casey is an avid supporter of the Bucs, Bolts, Rays, and Rowdies. Alongside her professional and personal interests, Casey enjoys spending quality time with her husband, Grady and her daughter, Shay.

Casey received her Bachelor of Arts degree in Business Administration with honors from Furman University. She is a CERTIFIED FINANCIAL PLANNER™, Whole Family Advisor® Associate, and a Registered Corporate Coach™. Additionally, she holds Series 7, 66, and 9/10 licenses.