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Kasey Claytor
Meet Our Team
"Financial success demands a knowledgeable approach,
a sprinkle of emotion, and good basic principles."

Experienced Consultation For
Every Kind of Investor


Kasey J. Claytor
Founder, Osprey Money Management LLC 
Wealth Coach, Investment Advisor Representative


Kasey ClaytorMs. Claytor began independent private consultation in 2000, opening an office in Titusville, Florida, later founding Osprey Money Management, LLC in 2005.

Having worked for notable brokerage firms since 1983, Kasey established a reputation for working closely with clients to plan for retirement, college funding, estate management, and building wealth using a “money map” designed to explain the graduating levels of financial understanding and expertise.

Her integrated consultative approach to wealth management includes an investment methodology subscribed to by Nobel Prize winning economists.

Using their research of the last 50 years, such as Efficient Market Theory, Kasey educates clients giving them an opportunity to be an active participant in their long-term wealth management. This includes helping clients define their investment philosophy, learn how to measure risk, understand costs, and to identify the many elements involved in a successful, integrated financial program.

Kasey has long been involved in her community through participation in business associations and community organizations including the Titusville Chamber of Commerce and The Better Business Bureau.

Kasey Claytor currently teaches workshops on asset management, and consults with clients on ways to increase their likelihood of success in today’s changing financial environment. She is an author of two books: The 7 Big Mistakes Investors Makes & the 7 Habits of Successful Investors as well as the recently released 7 Laws for Raising Financial Independent Kids.

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Aaron M. Wade,
Wealth Coach, Investment Advisor Representative

Aaron BusAaron Wade joined Osprey Money Management in 2011 as a registered Investment Advisor Representative and wealth coach.

Previously he worked at the space center for several years. He also has been actively engaged in the investment world for an even longer period, in part because firm founder, Kasey Claytor is his mother, and she entered the financial world when Aaron was eight years old!

For the last 30 years Aaron has been in and out of our offices, helping out, assisting and learning, always interested in the way investments contribute to a healthy financial life. Now it has become his main focus and passion. And he is a terrific addition to educate our clients, showing them the ease and simplicity of investing using the Osprey Management strategies.

Aaron resides with his wife in Mims, Florida.

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Dawn Lopez, Administrative Assistant

Dawn is expertly trained in all facets of a financial services branch office. Her career began in the early 1990’s when she worked as a broker’s assistant in a major brokerage office. With her stellar army background she adeptly managed the position.

Since then, she has been trained in everything from receptionist, office manager, logistics, liaison to other financial companies such as insurance and mutual fund companies, order processing, client services, bookkeeper, and those many “other duties as assigned.”

Dawn has been part of Osprey Money Management since it opened in 2000, working with clients and providing excellent support to Kasey and our clients.

Dawn resides in Titusville with her husband and two sons.

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Bill Claytor, Marketing

Bill ClaytorBill Claytor assists the company with marketing duties, scheduling client events, our speaking engagements, and hosting at the events. He is a gifted addition to our firm, using his long business experience with GE and American Express to move Osprey Money Management into the forefront of our community.

His previous work included writing health insurance and long term care insurance. Mr. Claytor came to Florida in 1996 and moved permanently here after his marriage to Kasey.

Bill graduated from Ball State with a business degree


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Diane Goodwin, Editor At Large


Diane Goodwin, EditorDiane joined us to assist Kasey with her numerous writing projects and will use her years of experience in editing and document production to enhance the written expression of Osprey Money Management's insightful knowledge and ideas.


Diane resides in Atlanta, Georgia with her husband.


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Events & Appearances

Feb. 15th 2013
5:00PM

Reasons to be Rationally Optimistic!
PIZZA NIGHT

Osprey conference Room, Titusville
Open to public, but must register 383-4005
Find more information and the entire year's schedule here.




                 

Have Kasey & Aaron speak at your next event or meeting!

If you want your attendees to leave refreshed,
inspired and more knowledgeable about
their financial life give us a call!
Some topics for a presentation:

Separating Myths from Truth, the Story of Investing
The First Step to Your Goal Fulfillment


Please contact us at 321-383-4005 or toll free
   877-650-3796, 
      email ~ 
osprey@cfl.rr.com

*A book signing may be combined with these topics.





Osprey Money Management, LLC. • Registered Investment Advisory Firm • 877-650-3796 • 321-383-4005 • 918 S. Washington Avenue, Titusville, FL 32780
Osprey Money Management LLC is a Registered Investment Advisory Firm registered within the State of Florida.


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