Cason Westmoreland, CFP®
Private Wealth Advisor
Cason Westmoreland, CFP®, Private Wealth Advisor at Twickenham Advisors in his current role focuses on providing clients with thoughtful guidance, robust investment solutions, and a holistic wealth management approach. Cason develops, supports, and manages client relationships throughout all stages, including retirement planning, estate planning, investment management, and conducting regular client reviews.
Cason graduated from the University of Alabama with a bachelor's degree in Finance and Economics. Following graduation, he began his career as a Wealth Advisor at Ameriprise Financial, where he earned his Series 7 and Series 66 licenses, as well as his Alabama Health and Life Insurance licenses. He later joined UBS Financial in Nashville, TN, before relocating to Huntsville to further pursue his passion for financial advising.
In 2024, Cason achieved his CERTIFIED FINANCIAL PLANNER® certification, demonstrating his commitment to the highest standards of education, examination, experience, and ethics set by the CFP Board.
Outside of his professional life, Cason enjoys playing golf, spending time outdoors, and volunteering throughout the community.
