Woodbury Financial Services, Inc

Investment Advisor
in Johnson City, TN

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About this Advisor

Casey Middleton is a financial advisor based in Johnson City, Tennessee, with 10 years in the industry. Middleton is currently employed by Woodbury Financial Services, Inc. During their career, Middleton has held roles at Woodbury Financial Services Inc, Etsu Financial Aid and East Tennesse State University. Middleton maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. Woodbury Financial Services, Inc is a financial advisory firm that has its headquarters in Johnson City, Tennessee. The firm has offices in 837 locations and a total of 3,216 people on staff. It oversees $21 billion in assets across its 91,382 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 172 charities and foundations. Of its 91,382 customer accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets. Woodbury Financial Services, Inc offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely are based on which service is provided. However, fees charged by Woodbury Financial Services, Inc can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

119 Boone Ridge Drive Suite 403
Johnson City, TN 37615

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management


TN Average: $5,289,111,388
Total Number of Employees


TN Average: 157
Total Number of Accounts


TN Average: 8,262
Average Account Size


TN Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Casey Middleton Work History

Casey has 10 years of experience.

2014 - Present (8 years)

Woodbury Financial Services Inc

2013 - 2013 (< 1 year)

Etsu Financial Aid

2012 - 2013 (1 year)

East Tennesse State University


Casey Middleton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Jeri Barrientos
Tulsa, OK
Grant Messner
Lees Summit, MO
Michael Parker
Saint Paul, MN
Scott Chapman
Colchester, CT
James Teller
Orchard Park, NY
Travis Bartsch
Riverside, CA
Casey Middleton
Johnson City, TN
Andrew Rosner
Carlsbad, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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