Blake Cason

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About Blake Cason

As a Wealth Manager and Chartered Financial Consultant® (ChFC®), Blake Cason's mission is to help clients make confident financial decisions and create a lasting impact in their lives. He works with individuals and families who have accumulated wealth and need a clear, sustainable plan to turn those assets into reliable income and a meaningful lifestyle. By building personalized, long-term strategies, he helps clients align their finances with their goals and values.

His practice, Cason Wealth Management at Steward Partners, specializes in serving clients with more complex financial needs, using a disciplined process to help organize, build, protect, and transfer wealth. Many of the families he serves are within five years of retirement or already retired, and he focuses on helping them navigate this transition with clarity and purpose.

Based in northwest Raleigh, Blake works with clients across North Carolina and throughout the southeastern United States. He is supported by Suzanne Swogger, Senior Client Administrative Manager, and collaborates closely with his clients' CPAs and attorneys to deliver a comprehensive approach to financial planning.

Outside the office, Blake enjoys spending time with his wife, Whitney, and their two sons, Gunnar and Beau - whether that's playing sports in the yard or getting in a round of golf. They are active members of Providence Baptist Church in Raleigh and enjoy traveling to the North Carolina coast.

See Disclosures

General Information

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CRD#

6312708

Firm CRD#

283004

Name of Broker/Dealer

Steward Partners Investment Solutions, LLC

States Licensed in

CA,CO,DE,FL,GA,IL,MI,MS,NY,NC,OH,PA,RI,SC,TN,TX,VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Steward Partners - Managing Director, Wealth Manager (2026 - Present) Steward Partners Investment Solutions, LLC - Registered Representative Steward Partners Investment Advisory, LLC - Investment Adviser Representative Edward Jones - Financial Advisor (2014 - 2026)

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®

Securities Licenses

Series 66, Series 7, SIE

Insurance and Annuity Licenses

Annuity, Life, Long Term Care, Variable Life, Variable Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Flat Fee, Commissions

Disclosures

https://brokercheck.finra.org/individual/summary/6312708

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1894728/paladinregistry-Cason-Wealth-Management-at-Steward-Partners-detailed-disclosure.html

Disclaimer

Securities offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and are collectively referred to as Steward Partners.

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Paladin Research Report For:

Cason Wealth Management at Steward Partners