A native of Jackson, Tennessee, Patrick received his Bachelor of Science degree from the University of Tennessee. Patrick began his career as a Financial Advisor with Morgan Keegan, now Raymond James, in 2009. He holds Series 7 and 66 securities licenses. Patrick also holds the Series 3 commodity futures license.
Patrick was selected to become a member of the Institute of Investment Management Consulting (IIMC) at Raymond James in 2013, after attending a certification program and passing an examination covering essential investment management consulting topics such as asset allocation, manager selection, and portfolio construction. IIMC was designed to help financial advisors drive success in their consulting practices through advanced knowledge and concepts commensurate with many high level institutional money managers. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing their practice. Patrick helps clients manage, preserve, and grow their wealth by working comprehensively to develop and manage an overall wealth management plan. His process is designed to help address creating and growing wealth during the accumulation phase, managing and preserving wealth during all phases, and planning for the distribution of wealth during life and at death in a tax advantageous way. He is committed to helping his clients achieve financial independence. Patrick works with individuals, families, businesses, tax exempt organizations, foundations, and endowments.
In his free time, Patrick enjoys hunting, fishing, golf, traveling, and spending time with his family and friends. He also enjoys volunteering in the community. Patrick serves on the board of the Star Center.