The Lee Casey Group

Who We Serve

**Pre\-Retirees and Retirees** Individuals and couples approaching retirement often face important financial decisions regarding Social Security, Retirement Income, Healthcare Costs, Taxes, and Wealth Preservation. We help clients create strategies designed to support both their lifestyle and long\-term financial goals. **Multi\-Generational Families** Many families want to preserve wealth while preparing future generations for financial responsibility. We work closely with clients, their children and trusted advisors to help facilitate successful wealth transfer and legacy planning. **Widows and Women in Transition** Major life transitions can create uncertainty and difficult financial decisions. We provivde personalized guidance and education designed to help clients gain confidence and clarity while navigating important changes. **Business Owners and Corporate Executives** Liquidity events, concentrated stock positions, tax considerations and retirement planning are unique challenges that we help provide guidance on to address complexities.

Principals

Every financial decision is connected to something bigger. Whether you're preparing for retirement, caring for family, navigating a major life transition, planning a legacy or simply trying to gain greater confidence in your financial future, our process begins with understanding what matters most to you. We believe successful wealth management starts with listening. Before discussing investments, we take the time to learn about your goals, priorities, concerns and the people and experiences that are most important in your life. We design a personalized strategy that aligns with your prioties and collaborate frequently with your CPAs, esate planning attorneys and other trusted professionals to help ensure strategies work together efficiently and effectively.

Meet The Team

At The Lee Casey Group, we believe strong relationships are the foundation of great advice. While every client situation is unique, our commitment remains the same: to provide thoughtful guidance, personalized service, and the confidence that comes from having a trusted team by your side. Our diverse backgrounds, experiences, and perspectives help us better understand the people and families we serve. **Judith Lee** As founder and lead advisor of The Lee Casey Group, Judith has spent more than two decades helping individuals and families navigate important financial decisions with confidence. Originally from Jamaica, she built her career on the belief that financial planning is about more than managing assets. It is about helping families create opportunities, achieve goals, and build lasting legacies. Judith lives in New Jersey and enjoys spending quality time with her two grandchildren, who inspire her appreciation for multigenerational planning and the importance of family. **Thomas Casey** Thomas is dedicated to helping clients simplify financial complexity and make informed decisions about their future. He values building long\-term relationships and serving as a trusted resource through every stage of life. A New Jersey resident, Thomas enjoys staying active and can often be found on the tennis court or giving back to his community when he is not working with clients. **Simone Alston** Simone works closely with families, executives, professionals, and business owners to help them align their financial decisions with their long\-term goals. As Judith's daughter, she shares a passion for delivering personalized advice and building meaningful relationships with clients. Simone lives in Maryland with her husband and two sons, and she understands firsthand the competing priorities that many families face as they balance career, family, and financial goals. **Michael Tillberg** Michael serves as the Client Associate for The Lee Casey Group and is often the first point of contact for clients. He is committed to creating a seamless client experience by providing attentive service and support. Based in New Jersey, Michael enjoys spending time with family and often travels to the Jersey Shore to relax and recharge outside of the office.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition