Agility Wealth Management, Casper

Agility Wealth Management, Casper Courtney (Wood) McKee, MBA, CERTIFIED FINANCIAL PLANNER® & team of Financial Advisors bringing Agility to your Financial Goals. What are you planning for?

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
Agility Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

We are officially open! Please take note of our new address for upcoming appointments and mail: 5840 E 2nd St, Suite 100...
03/16/2026

We are officially open! Please take note of our new address for upcoming appointments and mail: 5840 E 2nd St, Suite 100, Casper, WY 82609. We will host an open house during our 6th Annual Shred It Party on May 9th and would love to see you all there (more details to come later).

We are excited to announce that we are moving office locations effective March 16th, 2026! We will be heading down the r...
03/04/2026

We are excited to announce that we are moving office locations effective March 16th, 2026! We will be heading down the road to 5840 East 2nd Street, Suite 100, Casper, WY 82609. We will have an open house during our 6th Annual Shred It Party on May 9th and would love to see you all there (more details to come later). To ensure a smooth transition, our office will be closed for walk-ins Thursday March 12th at 2PM through Friday March 13th end of day. We will open at the new location on Monday March 16th. If you need anything during the closure, please call the office line (307) 235-6300. Please reach out to Courtney if you have any questions.

Last week, Courtney and her sister, Shaye, attended Raymond James’ 31st Annual Women’s Symposium in Orlando, FL. Hosted ...
11/24/2025

Last week, Courtney and her sister, Shaye, attended Raymond James’ 31st Annual Women’s Symposium in Orlando, FL. Hosted by the RJ Women Financial Advisors Network, this annual event brings together female Financial Advisors for collaboration, education, and direct insights from senior firm leadership. Courtney and Shaye enjoyed connecting with peers and gaining valuable updates on AI, longevity planning, and wealth strategies.

Happy Halloween from the Agility Team! (Heather - 80s punk, Carly - Beetlejuice, McKee Family - Men in Black)
10/31/2025

Happy Halloween from the Agility Team!
(Heather - 80s punk, Carly - Beetlejuice, McKee Family - Men in Black)

We are excited to announce Courtney McKee, CFP®, was featured in the second issue of Bio Casper Magazine. There are copi...
09/03/2025

We are excited to announce Courtney McKee, CFP®, was featured in the second issue of Bio Casper Magazine. There are copies available in local businesses across the community and you can read the digital version here: https://www.biocasper.com/issue-2-2025 Way to go Courtney!

Thanks to all who joined us for our 4th Annual Band, Brew & BBQ Client Party on Saturday August 9th! Aquile performed wo...
08/19/2025

Thanks to all who joined us for our 4th Annual Band, Brew & BBQ Client Party on Saturday August 9th! Aquile performed wonderfully, the food was tasty, and the beers were cold. Those who participated in our 3rd Annual Co****le Tournament really brought their A-game! We now have two-time defending champs to beat next year! We really enjoyed celebrating you, our clients, and hope to see you at next year’s Party!

Thanks to all who joined us Saturday for the Casper Spuds Baseball game! We had over 100 attendees. The weather turned o...
06/09/2025

Thanks to all who joined us Saturday for the Casper Spuds Baseball game! We had over 100 attendees. The weather turned out beautiful and we enjoyed spending time with you and your families. Go Spuds!

Thanks to all who joined us Saturday for our 5th Annual Shred it Party! We had perfect weather and a great turnout. See ...
05/01/2025

Thanks to all who joined us Saturday for our 5th Annual Shred it Party! We had perfect weather and a great turnout. See you next year!

This is a reminder that our 5th Annual Shred It Party is happening tomorrow, April 26th, beginning at 9AM at our office!...
04/25/2025

This is a reminder that our 5th Annual Shred It Party is happening tomorrow, April 26th, beginning at 9AM at our office! More details can be found at the event link. No RSVP required. See you there! https://www.raymondjamesconnect.com/aQ7R8F

As the dust settles on the 2024 presidential election, CIO Larry Adam provides a comprehensive analysis of the potential...
11/07/2024

As the dust settles on the 2024 presidential election, CIO Larry Adam provides a comprehensive analysis of the potential impacts. Despite the political shifts, history suggests that the market and economic impacts will be minimal.

raymondjames.com

Happy Halloween from the Agility Team!
10/31/2024

Happy Halloween from the Agility Team!

10/14/2024

Our phone provider is experiencing technical difficulty nationwide this morning. If you need immediate assistance, please email Heather or Courtney, or call the home office's Client Service line at 1-800-647-7378. We apologize for the inconvenience. Happy Monday!

Address

5840 E 2nd Street, Ste 100
Casper, WY
82609

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 3pm

Telephone

+13072356300

Alerts

Be the first to know and let us send you an email when Agility Wealth Management, Casper posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Agility Wealth Management, Casper:

Share