Jason Patrick
Senior Vice President, Wealth Management Advisor, Portfolio Manager
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Jason Patrick
I have worked in the financial services industry since 1995 and as a financial advisor since 2001. I believe in following a disciplined wealth management process, including a careful review of each client\'s financial situation to help identify key areas of concern, including estate planning services, retirement planning and insurance. I am committed to understanding each client\'s goals to help shape their financial strategies. I earned a B.S. in Management, with a minor in Finance from Lipscomb University. I am very involved in the town of Nolensville, having served as Vice Mayor, on the Planning Commission and Budget Committee. I enjoy running, music, and am a sports enthusiast. Me and my wife, Amy, reside in Nolensville, TN, and have three children.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for wealth advisors.
Experience
Wealth Management Advisor, Senior Vice President
Jul 2009 — Present
Education
Lipscomb University
Bachelor's Degree
1990 — 1997
Skills
- Investment Advisory
- Series 66
- Series 63
- Investments
- Mortgage Lending
- Asset Allocation
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Asset Management
- Wealth Management
- Retirement Planning
- Series 7
- 401k
- Crpc
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