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Casey Clay Hall, CFP®
Casey was born December 13, 1983 in Huntsville, Texas
and grew up in Dawson, Texas. He attended Dawson ISD for
primary and secondary school and graduated from Dawson
High School in 2002 as Valedictorian of his class. Casey
moved to Waco, Texas in 2002 to attend Baylor
University. Casey earned Magna Cum Laude honors at
Baylor and graduated in 2006 with a Bachelor of Business
Administration degree and a major in Financial Services
and Planning. Casey was recognized on the Dean’s
Academic Honor List every semester while at Baylor. He
was inducted to the Beta Gamma Sigma business school
honor society in 2005 and received the Outstanding
Student in Financial Services and Planning award in 2006
for recognition as the top student in his major.
Casey moved to Austin, Texas and joined Financial
Management Professionals in 2006. He passed the Series
65 Uniform Investment Advisor Law Exam in 2006 to
qualify as an investment advisor representative. Casey
passed the CERTIFIED FINANCIAL PLANNER™ exam in 2008 and
completed the remaining certification requirements in
2009 to become a CFP® professional. Casey plays an
important role in the personal financial planning
process at Financial Management Professionals.
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