Patrick Hargrove, CFP®
Patrick, a Tuscaloosa native, began his career in 2011 with Morgan Keegan and remained with Raymond James in 2013 when the two firms merged. In 2014, Patrick helped form the Warrior Investment Group of Raymond James.
While focusing his business on his clients’ individual financial objectives, Patrick believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Patrick apart.
In January of 2019, Patrick was selected to become a member of the Institute of Investment Management Consulting (IIMC)* at Raymond James. The IIMC curriculum provides these advisors with advanced knowledge and concepts commensurate with many high level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
In December of 2019, Patrick earned his Certified Financial Planner™ certification. Being certified by the CFP Board of Standards means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.
Patrick graduated from Huntingdon College with an Accounting degree, where he also played baseball. He and his wife, Kirsten, have one daughter, Piper Lee, and are very active in the community, having worked in numerous civic and charitable causes. He has severed as the Treasurer of the Tuscaloosa Kiwanis club, Alexis de Tocqueville Society of the United Way of West Al, and a member of First Baptist Church of Tuscaloosa.
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.