Casey Dugan joined Sarian Strategic Partners in June of 2019 as a Wealth Management Associate and has 19 years of experience in the investment industry. She comes to us with a robust financial background in client service with her career beginning in 2000 at A.G. Edwards & Sons Inc. In 2006, Casey transferred to New York City continuing to work for A.G. Edwards & Sons, Inc. and was recruited to Smith Barney in New York City in 2008. Casey relocated back to the area in 2011 continuing to work for Morgan Stanley Smith Barney as a Senior Client Service Associate with a sizable team. Most recently, Casey worked for UBS Financial Services as the Branch Administrator and as a Senior Client Service Associate for high-net-worth clients.
Casey lives in Quakertown, PA with her four dogs, Oliver, Tucker, Quinn and Bear. In her free time, Casey enjoys various things including spending time with family and friends, cooking, gardening, sports and is passionate about animals. Her dream is to open a shelter and rescue abused, neglected and homeless animals.