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Case Westmoreland | Private Wealth Advisor

Cason Westmoreland

Cason Westmoreland, Private Wealth Advisor at Twickenham Advisors, graduated with a Bachelor’s degree in Finance and Economics from the University of Alabama in 2021. Following graduation, he immediately started working as a financial advisor in training and acquired his Series 7, Series 66, and Health and Life Insurance licenses. Subsequently, he moved to Nashville, Tennessee to work as a Hegde Fund Credit Risk Analyst at UBS Financial before relocating to Huntsville to pursue his passion for financial advising.

In his current role, Cason will develop, support and manage our client relationships at Twickenham Advisors. Cason will assist with all stages of the client experience from onboarding, planning, investments and conducting client reviews.

In his free time, Cason enjoys playing golf, spending time outdoors, travelling, and many different sports. A native of Columbus, Mississippi, he is new to Huntsville and excited to explore the city.

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