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Patrick Taylor, FSCP®

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Let's Connect

Phone: (210) 390-0310

Fax: (210) 257-6466




As a Financial Planner with M&T Financial Partners, Patrick Taylor’s specialty is addressing the unique needs of families, individuals, and business owners with creative strategies to gain confidence and clarity on their finances. He has been in the business with one firm for over 17 years because after he took a picture of his very first hundred-dollar bill at the age of 10, Patrick knew his calling was in finances. Of course, at that time, he was thinking Wall Street and working for a big firm, but after an internship with this same firm, he knew he wanted to work with families on all areas of financial planning.   
Financial planning can seem very overwhelming and daunting, but it doesn’t need to be. It seems that folks just don’t know where to turn and are seeking guidance from a firm that they like, trust, and that they can form a long-term partnership with. Patrick believes the biggest hurdle his clients face is being able to make decisions with confidence, so that they have the roadmap to achieve their goals. Patrick helps address the questions that keep clients up at night.

What drives Patrick every day is knowing the work that he does helps people retire with dignity, gain confidence, and protect their families. This isn’t just a job to Patrick, it’s a true blessing to be able to serve families that want to grab the bull by the horns and get to work.  
Most importantly, because Patrick operates under a fiduciary standard of care, he puts his client's interests first when making recommendations. This helps his clients make informed financial decisions.

Our Process

Our History

Our Values

"I am the master of my fate; I am the captain of my soul."

William Ernest Henley, Invictus


Originally from Merrick, Long Island NY, Patrick currently lives in San Antonio with his wife, Amanda, and their two pups. He holds a bachelor's degree in finance (cum laude) from The University of Texas at San Antonio. Go Roadrunners … Beep Beep! 
Outside of the office, you can find Patrick outdoors, exploring local rivers and parks, fishing, and enjoying triathlons. If Patrick’s friends and family voted, they would say he’s most likely to “run for a while.” Patrick also likes antiquing and gardening with his wife. Many people don’t know, but Patrick has never eaten Taco Bell😊.  

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