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Client and Corporate Services

Biography

Casey Brock is an Accounting Advisor in the Raleigh, NC office. She is a member of the Tax Team, providing bookkeeping services to our clients. She is currently enrolled at the University of Mount Olive, working on obtaining her bachelor’s degree in Business Administration: Accounting.

Prior to joining Cerity Partners, she was an administrative assistant at Cook Wealth, and before that she worked in healthcare as a Prior Authorization Specialist.

Learn more about my practice.

Education

  • Associate in Applied Science-Office Systems/Medical Office Specialist

Highlights

  • Notary Public
  • Intuit Bookkeeping Certified
  • Quickbooks Online Certified

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Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.