Chief Operating Officer and Wealth Management Advisor
Casey Griffin is the Chief Operating Officer of Farpointe. He oversees all operational functions for Farpointe and our affiliated Advisors, including transitions, business processing, account servicing, compliance and technology.
Casey spent over 22 years in various compliance and supervisory roles at HD Vest Financial Services (now Avantax), including the last 13 years as the firm's Chief Compliance Officer.
Casey graduated from the University of North Texas with a bachelor’s degree in Business Administration. He holds Series 7, 24, 4, 53, 63 and 65 securities registrations.
Casey lives in Bartonville, Texas, with his wife, Katherine, and their three children.
What is the most inspiring part of your job?
Since I first started in this profession, I have always had strong convictions around helping people plan for their retirement, pay for their children’s education and protect their families if an unexpected event occurs. At Farpointe, I have the opportunity to do this every day by supporting our advisors in the meaningful work they do for their clients.
What is your favorite quote?
“I’m a success today because I had a friend who believed in me and I didn’t have the heart to let him down.” – Abraham Lincoln
This resonates with me because there have been many people throughout my life and my career, from family and friends to mentors and co-workers, who have supported me, encouraged me and given me opportunities to learn and grow. I’m beyond excited to start my next chapter with Farpointe and I’m grateful for the trust and belief I have received the Farpointe team and the advisors we serve. I’m confident we will achieve great success together!
What are you happiest doing when you’re not at work?
I have three kids who are all involved in activities and sports and I really enjoy supporting them when they compete. When I’m not busy with that, I love to play golf and experience the challenges the game presents. I also find great satisfaction in maintaining a manicured yard...I’m sure I’m in the minority, but I view mowing as a form of art.