Private Wealth Advisor
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 client experience stages, from onboarding, planning, investments, and conducting client reviews.
Outside of work, Cason enjoys playing golf, spending time outdoors, and volunteering for the Boys & Girls Club of North Alabama. He looks forward to becoming more involved throughout the city.