Casey Bollock, CFP®

Senior Consultant/ Relationship Manager

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Biography
Education & Other Highlights
Location(s)

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

Indianapolis, IN

9100 Keystone Crossing #700
Indianapolis, IN 46240

317.663.6500

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