Bill Casey
Collaborator · DISC type isBill Casey is a Principal and Senior Financial Advisor at HBKS Wealth Advisors, specializing in comprehensive financial planning, wealth management, and tax-efficient portfolio strategies. He collaborates closely with clients on multi-generational wealth and estate planning.
He holds an MBA from Fox School of Business at Temple University and a BA from Lafayette College, where he also played baseball. Bill is committed to community involvement and professional growth within the financial sector.
Bill once served as Treasurer at GMAC ResCap and was a First Vice President at Merrill Lynch, showcasing his diverse financial background.
Read the full overview →How Bill shows up
Win-win scenarios can appeal strongly to them. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to go for proven solutions.
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DISC profile (public)
Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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