Brad Patton

Brad Patton

CFP®, Planner

 

Brad Patton, CFP®, Planner

Brad joined Pinkerton Private Wealth in 2018 bringing over 30 years of industry experience in insurance, investment management, and financial planning.
Prior to Pinkerton Private Wealth, Brad spent 12 years at USAA Investment Management Company and 15 years at State Farm Insurance.

Professional Designations
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Consultant (ChFC®)
Certified Wealth Strategist (CWS®)
Chartered Retirement Planning Counselor (CRPC®)
Accredited Asset Management Specialist (AAMS®)

Education
Eastern Illinois University
Major in Finance; Minor in Economics
Intercollegiate Golf Team (Letter Winner 4 Years)

Clientele
Families and Individuals Building Wealth
High Net Worth Families

Personal
Married to Ginger
Children Adam and Leah
Avid golfer, reader, and technologist