Patrick Deist CFP®

Lead Private Wealth Advisor

Patrick Deist is a seasoned Certified Financial Planner with a deep-rooted passion for helping
individuals navigate the complexities of financial planning. Originally hailing from Atlanta,
Georgia, Patrick discovered his love for financial markets while pursuing a degree in finance at
Auburn University.

Driven by a genuine desire to connect with people and make a positive impact in their lives,
Patrick entered the financial services industry to fulfill his passion for assisting others. His
extensive professional journey includes tenure at renowned firms such as Fidelity, UBS, Merrill
Lynch, and Hilltop Securities, where he honed his expertise and gained invaluable insights into
various facets of the industry.

Equipped with multiple professional licenses, including Series 63, 66, 9, 10, and general
insurance, Patrick is committed to providing comprehensive financial guidance tailored to each
client's unique needs and aspirations. He thrives on building enduring relationships based on
trust, integrity, and mutual respect, always striving to empower his clients to make informed
decisions and achieve their financial goals.

Outside of his professional endeavors, Patrick enjoys spending time with his beautiful wife
Laura, playing with their Fox Red Labrador Brodie, camping, hiking, golfing and watching almost
all sporting events. His dedication to excellence and unwavering commitment to client
satisfaction make him a trusted partner in navigating the intricacies of the financial landscape.