Gary Casey, CIMA®, CPWA®, CRPC®
Senior Vice President, Financial Advisor
Phone:
(404) 365-3578(404) 365-3578
The Casey-Slade Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital, and dedicated personal service to help you meet your life goals
Our Story and Services
Serving clients throughout the United States, the Casey-Slade Group is based in Atlanta, Georgia. As an experienced wealth management team at Morgan Stanley, we are grateful that our clients can say we put them and their families first. The work we do is tailored to your life situation based on a deep understanding of you, your family, and your finances. Our objective is to position you for personal and financial success, so you have greater confidence in your financial freedom.
What this means to you is that you will receive personal attention from our dedicated team of advisors. We work alongside you to help you make better decisions with your money, allowing you to focus on other priorities in life.
We have the privilege of serving a broad range of clients from across the United States, including high-net-worth individuals, small business owners, entrepreneurs, and retirees.
Our comprehensive approach enables us to craft a financial plan and personal investment management strategy, which includes such things as:
• Assets and liabilities
• Cash flow, income, and future liquidity needs
• A full understanding of your tolerance for market risk and economic volatility
• Putting a date to your goals
This process is essential to providing you and your family with objective counsel, as well as the level of accountability and oversight you deserve.
For more information about the Casey-Slade Group, please get in touch with us at your convenience. We look forward to meeting you and creating a plan for your financial future.
We are proud to be awarded the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24
What this means to you is that you will receive personal attention from our dedicated team of advisors. We work alongside you to help you make better decisions with your money, allowing you to focus on other priorities in life.
We have the privilege of serving a broad range of clients from across the United States, including high-net-worth individuals, small business owners, entrepreneurs, and retirees.
Our comprehensive approach enables us to craft a financial plan and personal investment management strategy, which includes such things as:
• Assets and liabilities
• Cash flow, income, and future liquidity needs
• A full understanding of your tolerance for market risk and economic volatility
• Putting a date to your goals
This process is essential to providing you and your family with objective counsel, as well as the level of accountability and oversight you deserve.
For more information about the Casey-Slade Group, please get in touch with us at your convenience. We look forward to meeting you and creating a plan for your financial future.
We are proud to be awarded the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Our Comprehensive Suite of Wealth Management Services
As your family's primary Financial Advisors, we will help you review virtually all aspects of your financial life. Your strategy will be customized and carefully structured to navigate ever-changing markets and help ensure your assets will be there for future generations.
Our Team Awards
2025 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period
3/31/23-3/31/24
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period
3/31/23-3/31/24
Location
3280 Peachtree Rd NE
Ste 1900
Atlanta, GA 30305
US
Direct:
(404) 365-3500(404) 365-3500
Meet The Casey-Slade Group
Will Slade, CFP®
Senior Vice President, Financial Advisor
Phone:
(404) 365-3648(404) 365-3648
Sam Wesselschmidt, CRPC®
Vice President, Financial Advisor
Phone:
(404) 365-3527(404) 365-3527
About Gary Casey
Gary has helped clients weather a variety of market cycles and economic scenarios. His utmost goal is helping his clients gain confidence, and security in order to achieve a sound financial future. To do that, he tries to deeply understand you, your situation and what you are trying to accomplish. Once this is known, the Team creates a comprehensive plan that may be tracked and monitored. What this means to you is the comfort of knowing all our decisions are made on your behalf and to make you successful.
Gary’s passion for finance began long before college. He attended Wake Forest University and graduated Cum Laude with a Finance Degree from the University of Missouri. He later attended The Wharton School where he received the Certified Investment Management Analyst® designation. He subsequently earned the Certified Private Wealth Advisor® designation through the Investments & Wealth Institute™ at the University of Chicago Booth School of Business, as well as the Chartered Retirement Planning CounselorSM designation. In addition, Gary attended the Georgetown University McDonough School of Business Executive Education Program.
In his spare time, Gary enjoys the arts and exploring all that the city of Atlanta has to offer. He enjoys traveling, spending time with his family, and playing golf at the Atlanta Athletic Club.
Gary’s passion for finance began long before college. He attended Wake Forest University and graduated Cum Laude with a Finance Degree from the University of Missouri. He later attended The Wharton School where he received the Certified Investment Management Analyst® designation. He subsequently earned the Certified Private Wealth Advisor® designation through the Investments & Wealth Institute™ at the University of Chicago Booth School of Business, as well as the Chartered Retirement Planning CounselorSM designation. In addition, Gary attended the Georgetown University McDonough School of Business Executive Education Program.
In his spare time, Gary enjoys the arts and exploring all that the city of Atlanta has to offer. He enjoys traveling, spending time with his family, and playing golf at the Atlanta Athletic Club.
Securities Agent: IN, HI, FL, ME, DC, CT, NV, MO, TX, NC, MD, NY, GA, AL, VA, TN, MA, CO, SC, MT, KS, CA, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 544692
NMLS#: 544692
About Will Slade
Will Slade believes the work of a financial advisor should be tailored for each client and the intentions they have for the future. Will takes great pride with being able to accommodate clients' style of thinking and takes all the time necessary to help you understand the wealth management process. This extensive effort involves a deep understanding of your finances and your expectations for your family and key stakeholders.
This includes a thorough review of assets and liabilities, liquidity needs, time horizons, and a full understanding of your tolerance for volatility. Whether the subject is income replacement, education for children or grandchildren, estate planning strategies or philanthropic objectives, specific goal setting is critical to developing an appropriate financial strategy and plan.
Prior to launching his financial services practice in 2010, Will spent 11 years in the non-profit sector, advising high-net-worth individuals and families on strategies to help accomplish their philanthropic goals. Will holds a BA in Political Science from Carleton College. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is designated as a Chartered Retirement Planning Counselor™ through the College for Financial Planning, as well as a Qualified Plan Financial Consultant (QPFC).
In his spare time, Will volunteers for Visiting Nurse-Hospice Atlanta. He and his wife, Lisa Robinson, live in Historic Brookhaven and are members of Capital City Club.
This includes a thorough review of assets and liabilities, liquidity needs, time horizons, and a full understanding of your tolerance for volatility. Whether the subject is income replacement, education for children or grandchildren, estate planning strategies or philanthropic objectives, specific goal setting is critical to developing an appropriate financial strategy and plan.
Prior to launching his financial services practice in 2010, Will spent 11 years in the non-profit sector, advising high-net-worth individuals and families on strategies to help accomplish their philanthropic goals. Will holds a BA in Political Science from Carleton College. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is designated as a Chartered Retirement Planning Counselor™ through the College for Financial Planning, as well as a Qualified Plan Financial Consultant (QPFC).
In his spare time, Will volunteers for Visiting Nurse-Hospice Atlanta. He and his wife, Lisa Robinson, live in Historic Brookhaven and are members of Capital City Club.
Securities Agent: CO, NV, ME, KS, HI, NC, SC, MO, MA, GA, CA, WA, MD, IN, FL, VA, MT, CT, AL, TX, DC, NY, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 545084
NMLS#: 545084
About Sam Wesselschmidt
Sam Wesselschmidt began his financial services practice in 2013, working in the banking and insurance industries. He earned his degree in Finance from Auburn University. Sam’s focus is working with affluent families, executives, and business owners to help them establish and preserve their wealth. It is not just about investment management - it is about educating clients and helping them stay grounded and confident throughout life’s transitions and economic changes. He believes when your finances are stable, the rest of your family and key stakeholders are able to be as well.
Sam is actively involved in his local community, including volunteering at the Atlanta Community Food Bank and giving his time for Habitat for Humanity. Sam and his wife, Melissa, reside in Smyrna and enjoy hiking, camping, and playing tennis in their spare time.
Sam is actively involved in his local community, including volunteering at the Atlanta Community Food Bank and giving his time for Habitat for Humanity. Sam and his wife, Melissa, reside in Smyrna and enjoy hiking, camping, and playing tennis in their spare time.
Securities Agent: WA, HI, IN, CT, TN, DC, AL, SC, MD, NY, MT, GA, FL, NV, VA, ME, MA, KS, TX, NC, MO, CA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1181727
NMLS#: 1181727
About Katie Miller
Katie joined the Casey-Slade Group in 2023 upon her graduation from Santa Clara University, where she earned her Bachelor’s Degree in Economics. Katie was inspired to pursue a career in Wealth Management by her father’s 35-year career on Wall Street. She assists in the administration and operation of the team and strives to foster lasting relationships with each individual and family. She holds FINRA Series 7 and Series 66 licenses. In her spare time, Katie enjoys running, playing pickleball, and spending time with family and friends.
Contact Gary Casey
Contact Will Slade
Contact Sam Wesselschmidt
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Casey-Slade Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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CRC 6491812 (04/2024)
