Our Team
Our team has decades of experience in financial planning and investments. Contact us today to start a customized plan for you!
Marshall Cassedy
Owner, Financial Consultant
Marshall Cassedy’s primary customer focus is to assist individuals, corporations and partnerships with customized financial planning and investment solutions to meet long-term life goals. With decades of experience in the financial planning industry, Cassedy knows how to analyze a client’s needs and opportunities and how to make qualified recommendations for financial success.
Prior to launching Cassedy and Company, Cassedy spent 15 years at Merrill Lynch, where he served as the Senior Vice President of the Tallahassee office for 14 years. He was also the office’s top producing broker and was recognized by the company numerous times for his dedication and achievements.
Cassedy appreciates the the trust his clients have placed in him for years and is proud of the fact that the majority of his business has come from client referrals. His attention to customer service has set him apart from his competitors, and his clients know they are always welcome to call or stop by his office to discuss their portfolios.
A lifelong resident of Tallahassee, Cassedy is active in the community and has held multiple leadership positions over the past years, including serving Past President and Director Emeritus of the Tallahassee Community College Foundation and an officer of Vision2020, a Tallahassee venture capital fund. He earned his MBA from Florida State University and his Bachelor’s Degree from the University of the South. He and his wife Susan have three adult sons.
Richard Cassedy
Financial Consultant
Richard Cassedy’s clients say he’s one of those people who likes what he does and enjoys taking care of people. Licensed in the securities industry since 2008, Richard began his career with Edward Jones during the height of the financial crisis, where he gained valuable experience in customer service.
Richard brought this experience back to Cassedy & Company in 2012, where he specialized in providing the best customer service available while offering expert advice in the areas of investments, annuities and financial planning. He carries his Series 7 license for investments and his 2-15 licenses for life, health, and variable annuities. He also carries a Series 65 license.
Richard is a Tallahassee native. He earned a degree in Economics from The University of the South: Sewanee and a Master of Business Administration degree from Florida State University. Away from work, Richard enjoys spending time with friends and family, golfing and a wide range of physical exercise activities. He was the 2013 Golden Eagle Club Champion.