Patrick serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Patrick worked for a regional bank as a portfolio manager prior to joining Creative Planning. Patrick has spent his entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management.
Patrick earned a Bachelor of Arts degree from Drury University.
Patrick and his wife, Beckie, have two children: Van and Rex. In his spare time, Patrick enjoys spending time outdoors, travelling and cheering on local sports teams.
Articles by Patrick Doty
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