ADVISOR BIO

Patricia Hammond is a financial advisor with over 40 years of experience in the industry. Patricia is a Certified Financial Planner® professional and a Registered Representative with Raymond James Financial Services Advisors, Inc. Patricia works with individuals, families, businesses, and retirement plans. She has a wide range of experience and expertise, including investments, financial planning, and retirement planning. Patricia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Patricia Fuentes lara is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Dallas, Texas. Patricia has been in the securities industry since August 22, 2014. Patricia has passed the Series 6, Series 7, Series 63 and Series 66 exams, and is registered in 49 states and the District of Columbia. Patricia provides a range of financial services including portfolio management for individuals and businesses, pension consulting, and educational seminars. Patricia is also a consultant for the North Texas Fair Housing Center.

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ADVISOR BIO

Patricia Lynn Lawyer is a financial advisor who has been in the industry since November 26, 1995. Patricia is currently registered with Rockefeller Financial LLC. Patricia is registered with FINRA as well as in 34 states. Patricia has Series 7, 31, and 63 licenses. Patricia previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Patricia Tippins is a financial advisor at Stifel, Nicolaus & Company, Inc. Patricia has over 30 years of experience in the financial industry and has been a registered representative since 1992. Patricia has a wide range of experience in providing financial advice to individuals, families, and businesses. Patricia holds the Series 7, Series 63, and Series 65 licenses and has a special focus on providing financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Patricia Ann Thompson is an active Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Patricia has been in the securities industry since July 19, 2008. Before joining Wells Fargo Clearing Services, LLC, Patricia was employed by Credit Suisse Securities (USA) LLC and UBS Financial Services Inc. Patricia is registered to provide securities and investment advisory services in multiple states including Texas, California, Florida, Georgia, Illinois, New York, and more. Patricia holds the Series 7, Series 66, and SIE licenses.

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ADVISOR BIO

Patrick Gregory Strodtman is an Investment Advisor Representative with Edelman Financial Engines and RFG Advisory, LLC. Patrick is a Certified Financial Planner™ and has been in the industry since 2015. Patrick specializes in retirement planning, investment management, and financial planning. Patrick is registered with the state of Texas. Patrick has experience with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Patrick's current employment with Edelman Financial Engines began in April of 2020. Patrick also works with RFG Advisory, LLC which began in February 2025. Prior to joining Edelman Financial Engines, Patrick worked with GWFS EQUITIES, INC (EMPOWER RETIREMENT) and Fidelity Brokerage Services LLC.

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ADVISOR BIO

Patrick Clark Beaird is a registered investment advisor representative in Texas. Patrick Beaird is a registered representative of Beaird Harris. Patrick Beaird has been in the industry since April 1996. Patrick Beaird holds the Series 2 and Series 65 licenses. Patrick Beaird specializes in providing financial planning, pension consulting, and portfolio management for individuals. Patrick Beaird has experience with high net worth individuals, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Patrick Kearns is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since May 1986. Patrick has a combined 34 years of experience in the financial services industry, specializing in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Patrick has held previous roles at UBS Financial Services Inc. and Prudential Securities Incorporated.

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ADVISOR BIO

Patrick Grayson is a financial advisor who has been in the industry since 1982. Currently, Patrick is registered with UBS Financial Services Inc., a firm based in Weehawken, NJ. Patrick has been with UBS Financial Services Inc. since January 22, 2009. Prior to joining UBS Financial Services Inc., Patrick was registered with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc.. Patrick is licensed to offer financial services in the state of Texas. Patrick's areas of expertise include retirement planning, investment management, financial planning, and estate planning.

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ADVISOR BIO

Patrick Ryan Martin is a financial professional with over 2 years of experience in the industry. Patrick is registered with J.P. Morgan Securities LLC and holds a Series 63, Series 79TO and SIE licenses. Patrick has a broad range of specializations and is approved to conduct business in all 50 states, as well as Puerto Rico and the Virgin Islands. Patrick is located in Dallas, Texas and serves clients in various locations, including Dallas, TX.

SPECIALIZATIONS