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Casey B. MitchellClient Service Specialist

Casey B. Mitchell

Client Service Specialist

Corporate Headquarters- Port Jefferson

Casey joined the Coastline team in December, 2021. She brings many years' experience of administrative expertise in the financial industry.  Her goal is to aid both clients and advisors in any way that she can, and contribute to the smooth running of all administrative operations.  She has a friendly disposition and enjoys getting to know clients on a personal level. 

Casey has a BA in English from the University of Phoenix, with a focused study on multicultural literature.  She is a NY State Notary Public.  She also served in the US Navy for two years and only left when she had her son.  She is a single mother to one and in her free time enjoys reading, beach-going, fishing and traveling.