Patrick began his financial planning career upon graduating from college in 2006, joining M&T Financial Partners shortly thereafter.
Working with families to develop their personalized and holistic financial roadmap, he practices in the capacity of a fee-based, financial planner. Patrick is passionate about helping clients protect themselves from unforeseen events while helping them plan to retire with dignity, and on their own timetable. Patrick is supported by a team of likeminded advisors and specialized staff to help each client reach their goals.
Patrick grew up in The Woodlands, Texas and attended The University of Texas at San Antonio, earning a degree in finance with Cum Laude honors. He lives in Timberwood Park with his wife, Amanda, and their two pups. Patrick enjoys traveling, being outdoors, triathlons, anything active, and Lick Honest Ice Creams!
[Patrick Taylor] is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC., Member SIPC . Supervisory office: One Reunion Square, Suite 300, 10101 Reunion Place, San Antonio, TX 78216-4157, 210-342-4141. M&T Financial Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.