Professional Bio
As a CERTIFIED FINANCIAL PLANNER™, Casey Breitmayer works closely with her team’s clients to construct comprehensive, multigenerational wealth management plans. Casey facilitates cross-functional team collaboration and helps coordinate the partnerships between the team and other specialized areas of Morgan Stanley. Combining her own experience and training with the specialized resources of the firm, she offers thoughtful strategic solutions to address the complex challenges of managing significant wealth.
Casey began her career as an Institutional Municipal Sales Associate at Oppenheimer & Co. Inc. She earned a B.S. in business administration with a concentration in finance from the LeBow College of Business at Drexel University. She lives in Plymouth Meeting, Pennsylvania, with her husband, daughter, dog and cat. Outside of work, Casey enjoys singing for fun, traveling, and spending time with her family and friends.
