Financial Advisor, Merrill Lynch


Global Wealth Management


Phone: (480) 5136720

Directions to Branch


Jennifer Hersh 480-513-6720 Senior Financial Advisor Vice President View Profile
James Casey 480-513-6716 Senior Financial Advisor Vice President View Profile
Darci Zaunmiller (480) 513-6715 Reg Senior Client Associate View Profile


Casey/Hersh Group

With over 30 years of combined investment experience, the Casey/Hersh Group has been delivering financial advice and wealth management strategies to individuals, small corporations and non-profit organizations. Our goal is to protect, preserve and grow our clients wealth and we aim to assist clients with every aspect of their financial lives.

Our clients are comprised of affluent families and individuals, successful business owners and executives who value the disciplined approach we bring to each relationship. We provide clients with financial and investment strategies, wealth transfer and preservation, business services, retirement strategies and solutions, estate planning strategies and private money management.

The Casey/Hersh Group insists on understanding the goals and specific situations of the people that we work with, and endeavor to establish deep and valued relationships. Clients can expect to receive personalized advice and strategies through services required by sophisticated investors. The team meets and communicates regularly with our clients to ensure that their financial lives are consistent with their personal goals and circumstances.

James Casey-Professional Profile

James has over 25 years of securities industry experience and is approved as a Portfolio Advisor within the Merrill Lynch Personal Investment Advisory® (PIA) Program for specifically qualified Merrill Lynch Financial Advisors. As a Portfolio Advisor in this program, he can use a wide range of proprietary model portfolio strategies to help clients meet their investment objectives. He works with each client to set quantifiable goals, and helps prioritize their needs. He then develops and implements a customized portfolio using a wide variety of financial instruments.

James is a graduate of California State University at Long Beach. His interests include competitive open water swimming, golf and skiing.

Jennifer Hersh-Professional Profile

With over twelve years as a Financial Advisor, Jennifer provides ongoing performance monitoring, personalized guidance, and periodic reviews of each client's progress towards reaching their investment goals. She is focused on Income Planning and Retirement strategies and holds a Chartered Retirement Planning CounselorSM designation with the College for Financial Planning.

Jennifer has worked with corporate 401k plans, Non Profit, Individual Investors as well as Divorced and Widowed Women.

Jennifer holds a BS from Arizona State University and she has served as a member of several of the Valley's charities including Junior Achievement and Women's Leadership Council/Valley of the Sun United Way. She enjoys equestrian, outdoor activities and spending time with her family.

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James Casey is registered to do business in:AZ, CA, CO, FL, ID, MA, NC, NJ, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI, WY

Jennifer Hersh is registered to do business in:AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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