Chief Executive Officer
Our deep understanding of what clients seek in a wealth management relationship started with one CPA operating a successful tax and accounting practice. He began noticing a growing need for clients to receive financial advice that aligned with their tax situation and strategies. While his tax professional peers referred their clients to someone else, he recognized that this solution was not always in their best interest.
Mr Rawlins is CEO at Farpointe Wealth Partners responsible for setting the culture, designing and implementing strategy and most importantly, partnering closely with affiliated financial advisors and their teams. During his career, he has worked directly with financial advisors at all levels of experience and production to create and improve their clients' financial and investment plans. Mr. Rawlins has a Bachelor of Science in business from Winthrop University and is a graduate of the Penn Wharton School of SIFMA Securities Industry Institute. He is a Certified Financial PlannerTM (CFP®) professional and holds the Series 7, 63, 24, 53 and 52 securities registrations. Senior Wealth Manager offering securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 1560 E. Southlake Blvd. Ste 100 Southlake TX 76092
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