Morrell McCaskill

“Wealth is largely the result of habit”- John Jacob Astor.  I believe that financial success is attainable by anyone through discipline and determination.    

 I graduated from Georgia Southern University in 2007 with a Bachelor’s degree in Finance.  I immediately began my career as a Registered Representative at Wachovia Bank and spent the next 16 years as a bank affiliated Financial Advisor in a number of hybrid roles at different institutions.  As a result, I have extensive experience in banking and wealth management serving my clients in many capacities including banking, life and long term care insurance, retirement planning, business succession planning, alternative investments, and portfolio construction and management. 

My wife, Juli, and I are both originally from Albany, Georgia but currently live in Statesboro. We are avid fans of everything outdoors including fishing, hunting, golf, gem mining, watching Georgia Southern football or Braves baseball.  We strive to spend as much of our free time enjoying these activating with our son, Aultman, in tow.  I also serve in several ministries at our church, Grace Community Church, as well as serve as current President of the Bulloch Bass Club.