Patrick thoroughly enjoys working collaboratively with families and businesses to help them pursue both their personal and wealth goals. This includes working with the various professionals involved in their ‘big picture’ to ensure everyone is focused on what matters most to his clients.

In addition to his knowledge and experience, Patrick brings an unwavering commitment to the growth and preservation of his clients’ valuable assets. By applying his experience and expertise, Patrick has seen his clients through many different markets over the past three decades and has enjoyed a front row seat in helping them plan for and achieve the meaningful milestones of their life.

Experience & Education

Patrick joined Raymond James in 2014 and prior to that worked for such firms as Morgan Stanley and UBS. He decided to join Raymond James, however, because the firm offered him the independence to not only run his own business, but to also provide his clients with financial advice, products and planning unencumbered by corporate direction or proprietary products.

Patrick holds the following designations:

• WMS, Wealth Management Specialist™
• RICP^®, Retirement Income Certified Professional^®
• CPFA^®, Certified Plan Fiduciary Advisor

More About Patrick

Originally from Monticello, Indiana, Patrick attended the University of Louisville, earning a bachelor’s degree in finance. Today, Patrick and his wife, Carole, live in Louisville and enjoy time spent with their adult daughters, Taylor and Lexi. The couple enjoys running Yates Financial Partners of Raymond James together. More important, they enjoy spending time with the extended family, including older daughters Erica and Hope, as well as three beautiful grandchildren & a great grand baby on the way.

Active in the community, Patrick is a member of the Main Street Association, and a member of Northeast Christian Church. For fun and recreation, Patrick plays drums in a popular local band and enjoys cycling, cooking and working out.