Casey W. Conway

Casey W. Conway

Senior Vice President, Partner

Dallas-Crescent Court, Texas

  • Casey joined EP Wealth Advisors as a Partner and Senior Vice President in 2024. He has over 17 years of experience as a Portfolio Manager, leading research and portfolio execution for a $700MM investment management firm. Casey was responsible for all aspects of client relationships and business development.

  • Casey is a graduate of Southern Methodist University in Dallas, as well as the Securities Industry Institute at the Wharton School, University of Pennsylvania.

  • Casey is involved in his community, serving as a member of the century old Salesmanship Club of Dallas, which supports the Momentous Institute and their mental health services for at-risk youth. He also served 5 years on the board of trustees for the Cystic Fibrosis Foundation-Northeast Texas. Casey was a member of the Children’s Medical Trust and has worked as a mentor with the Big Brothers Big Sisters in North Texas.

  • Casey currently resides in Dallas with his wife Kelly and their two children.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

If you have a Safe Harbor 401(k), you...

Did your 401(k) have a good year? EP...

Discover tips for financially preparing...

It is time to start looking ahead to...