Casey Bollock is a wealth management financial advisor based in Indianapolis, IN.
Casey works with high-net-worth families and individuals to plan their financial future using a team approach, for comprehensive wealth management. He serves clients in a number of ways including investment management, retirement and cash flow, tax-efficient strategies, estate planning, and education planning.
Prior to CAPTRUST, he was a wealth advisor at FORVIS, formerly known as BKD Wealth Advisors.
Casey earned a Bachelor of Science degree in financial counseling and planning at Purdue University.
He enjoys hiking and camping in U.S. national parks, riding his bike, and trying new bourbon.
Education
- Bachelor of Science, financial counseling and planning, Purdue University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
Memberships
- Member, Financial Planning Association of Greater Indiana
- Member, Estate Planning Council of Indianapolis