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Cason Westmoreland

CFP® — Advisor

Cason Westmoreland joined The Welch Group as an Advisor in 2025, bringing with him a strong foundation in wealth management built across Alabama. Cason discovered his passion for the financial industry while in school at The University of Alabama, where he earned his bachelor’s degree in Finance and Economics. After graduation, he began his career in Tuscaloosa, where he earned his Series 7, Series 66, and Alabama Health and Life Insurance licenses. Cason later moved to Huntsville, Alabama, continuing his career as a Private Wealth Advisor and gaining valuable experience in financial planning and client services.

Cason is dedicated to building lasting relationships with clients and helping them achieve their financial goals by providing clear, personalized guidance tailored to their unique situations.

Outside of his professional life, Cason enjoys playing golf, hunting, and volunteering throughout the community.

Education
• Bachelor of Science in Commerce and Business Administration, The University of Alabama, Tuscaloosa, AL

Accreditations
• CERTIFIED FINANCIAL PLANNER™ practitioner

Community Involvement
• Boys and Girls Club
• e3 Partners – Medical Volunteer Assistant