Meet Your Team

Business is only as effective as its people, and I am incredibly fortunate to have three team members who are the most caring, talented, passionate and dedicated individuals that I could imagine.  Harry Pappas, Jr.                            

                                                   No person will make a great business who wants to do it
                                              all himself or get all the credit
. Andrew Carnegie 

 

Casey Middleton Financial Consultant. Casey is a Jacksonville, Florida native, who graduated from The University of Central Florida in 1991. Before entering the financial services industry in 2000, Casey spent 13 

years in the golf industry. Casey is a security registered Financial Consultant and has worked for the team since 2003. Casey brings a broad perspective and a wealth of knowledge to the organization. His professional demeanor and strong work ethic embody Pappas Wealth Management Group's care and commitment to their clients’ success. Away from the office, Casey is an avid outdoorsman, and an active member of his church. He is married to, Julie, his wife of 26 years. They have two children; daughter Peyton (23), who recently graduated from Florida State University.

 

 

 

 

 

Amy Davidson Senior Client Associate. Amy is from Long Island, New York. She moved to South Florida in 1978 and relocated to Jacksonville in 1998. After spending 22 years in the financial service industry (nine years with the Pappas Wealth Management Group of Wells Fargo Advisors), Amy retired in 2005. From 2005-2009 Amy was a licensed foster parent and from 2009-2013, she was a preschool teacher. In 2015, Amy rejoined The Pappas Wealth Management Group of Wells Fargo Advisors. Amy is the point of contact for clients when they call the office. Her professional demeanor and lively personality makes her an excellent choice for her position. Away from the office, Amy loves the outdoors where she can be found walking, or gardening. Amy loves to read and volunteers at her church in the children’s nursery. Amy is married to Bill, her husband of 33 years. They have a son, Jarrett (29). 

 

 

 

 

 

Client Associate. Caitlin is originally from Texas but grew up in South Georgia.  She attended college at Valdosta State University and graduated with a Bachelors Degree in Business Administration in Finance.  Shortly after graduation, she moved to Jacksonville, Florida to start her career at Wells Fargo where she was a personal banker for about two years. In 2017 Caitlin transitioned to the Pappas Wealth Management Group of Wells Fargo Advisors where she acts as the primary liaison for most of our client administrative inquiries. Caitlin has a cheerful demeanor and is remarkably efficient and reliable in all aspects of client service. Away from the office, Caitlin enjoys spending time at the beach, fishing, and reading. Caitlin values quality time with her family and friends and makes frequent trips to Texas where the majority of her family still resides.

 

 

 

 

 

   

 








 

 

 

 

  Casey and his family                       Caitlin with her two older brothers