Merrill
47yrs
Top advisor by experience in Cincinnati
32yrs
John Casey is a fiduciary financial advisor in Cincinnati, Ohio, with 32 years in the industry. John joined Wells Fargo Advisors in 2026, after eight years at Huntington Financial Advisors and six years at Salient Capital Advisors. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 11% by experience in Ohio
Office8044 Montgomery Rd Suite 570 Towers Of Kenwood, Cincinnati, OH 45236
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2018 – 2025The Huntington Investment CompanyPreviously
- 2011 – 2017Salient Capital Advisors, LLCPreviously
- Feb 2011 – Nov 2011Salient Advisors, L.P.Previously
- Feb 2011 – Nov 2011Cypress Creek PartnersPreviously
- Aug 2009 – Feb 2011UBS Asset Management (americas) LLCPreviously
- 2003 – 2008UBS Asset Management (us) Inc.Previously
- 1999 – 2002UBS Financial Services Inc.Previously
Contact John
Local office(513) 985-2060Ask for John. (314) 875-3000Main office · St. Louis, MO 8044 Montgomery Rd Suite 570 Towers Of KenwoodCincinnati, OH 45236Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (513) 985-2060 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for John Casey.
How long has John been a financial advisor?
John has been in the industry since 1994, about 32 years. Top 11% by experience in Ohio.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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8044 Montgomery Road, Suite. 10 The Towers At Kenwood
Cincinnati, OH 45236
Cincinnati, OH 45236
Top 1% by experience in Cincinnati