Casey Donlon

Financial Advisor

Casey serves as a Financial Advisor for Bayntree Wealth Advisors. His passion for helping clients achieve their financial goals derives from a deep understanding of the importance of long-term planning and the positive impact that income and retirement preparation can have. He always leads with a client-first approach and believes there is power in advisors personally knowing their clients. Casey comes to us with over five years of experience in the industry. He began his career in finance with industry giant Vanguard, the second-largest provider of mutual funds worldwide as of September 2020. His ability to master first impressions and quickly develop rapport with clients is one of his greatest strengths he brings to any interaction.

Casey graduated with a Bachelor of Science in Business Administration, with a concentration in Finance from the East Carolina University College of Business. He was born in Syracuse, NY and spent most of his life in Charlotte, NC until moving to Scottsdale in 2017. When he is not at Bayntree, you can find him spending time with his girlfriend and their two cats, practicing guitar and piano or playing sports.

close all
Get More Like This!
Please complete the form below to receive sign up for our blog.
  • Please complete the form below to sign up for our blog.
  • This field is for validation purposes and should be left unchanged.
close all
Sign Up For Our Podcast
Complete the form below to stay up to date with Your Wealth and Beyond.
close all
Get Your FREE Copy!
Please complete the form below to receive your copy of
THE HEARTFUL RETIREMENT.
  • This field is for validation purposes and should be left unchanged.
close all
Get Your FREE Copy!
Please complete the form below to receive your copy of
CLIMBING THE RETIREMENT MOUNTAIN.
  • This field is for validation purposes and should be left unchanged.
close all
Free Evaluation
Sign up for a free assessment with a Bayntree financial planner today! Submit the form below or call us directly at 888.255.3200.
close all
Risk Number
Find out what your risk number is today! Submit the form below or call us directly at 888.255.3200.
close all
close all
Ask Bayntree
Bayntree Wealth Advisors is dedicated to helping you reach your financial goals. Ask us your financial, income or investment questions.
'Schedule a Meeting