Brian Fitzpatrick is the President of Fitzpatrick Financial Services in Oskaloosa, Iowa. He hallmarks more than 40 years of experience, including personal financial services, agriculture and commercial bank lending, and city and federal government finance.
In 2003, Brian began his career as a Financial Advisor. In order to expand the level of financial service offerings for his clients and more fully utilize his expertise, he chose to become an independent financial advisor with Raymond James in 2012 and has been extremely pleased with this decision and career move.
Brian's investment philosophy focuses on the long term while also taking note of the fact that markets constantly change. Consequently, he emphasizes ongoing communication with clients to ensure their portfolios match their individual goals, in the context of the current financial environment. He is especially mindful of protecting wealth in times of heightened market risk.
Brian holds the Series 9/10 (General Securities Sales Supervisor), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State) and Series 66 (Uniform Combined State) securities licenses, as well as the designation of Accredited Asset Management Specialist through the College of Financial Planning. A graduate of Iowa State University, he earned a Bachelor of Science Degree in Agricultural Business.
In his free time, Brian enjoys watching Iowa State athletic events, walking, riding bicycle trails, canoeing, reading, and spending time with his children and grandchildren. Originally from Lynnville, Iowa, Brian resides in Oskaloosa, IA, with his wife, Sherry.