Griffin

Associate Wealth Advisor at Focus Partners Wealth

Role
Associate Wealth Advisor at Focus Partners
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Griffin

Creating Community, Simplifying Lives. At 49 Financial, we\'re on a mission to build community and simplify lives. We exist to improve the lives of others by making their financial future simpler, easier, and more enjoyable. We are a team that is committed to our clients and colleagues. We want to help families save for retirement, dreamers chase their dreams, and help our clients reach their goals. We take the time to get to know you and find a plan that meets your needs. Finances are one of the most important pieces of people\'s lives. They have the ability to bring overwhelming joy and peace while also enormous amounts of stress and discomfort. For something this important, it is our belief that walking through life with people and their finances is one of the most needed and rewarding ways to live out one\'s professional calling. We believe in the power that comes from planning for finances together rather than alone for both our clients and our advisors. We are 49 Financial, where two are better than one.

Experience

  1. Associate Wealth Advisor

    Focus Partners

    Jun 2025 — Present · Dallas-Fort Worth, TX, US

    Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliverpersonalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

Education

  • The Ohio State University

    Bachelor of Business Administration - BBA

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Griffin — Associate Wealth Advisor at Focus Partners in Dallas-Fort Worth, TX, US | Unifers