Casey Jorgensen

Casey Jorgensen, CFP®, RCC™, currently serves as the Director of Relationship Management and Head of the Dynasty Institute for Adaptive Leadership (DIAL) at Dynasty Financial Partners, a position held since November 2020. Previously, Casey was a Senior Vice President of Relationship Management and Vice President of Relationship Management within the Dynasty Service Team. Prior experience includes roles at Raymond James as a Business Development Strategist and Senior Consultant, as well as a Client Specialist at Baird in Private Wealth Management. Educational background includes a Bachelor of Arts in Business Administration from Furman University, obtained between 2010 and 2014, and secondary education at St. Petersburg Catholic High School from 2006 to 2010.