Don Patrick Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, Us

As the Founder & Chief Strategy Officer of Integrated Financial Group, it is my job to provide the resources and foster the culture for our 'Brain Trust' vision to thrive. I believe that our advisors are at their best when they are with their clients, helping their clients, and discovering new clients. My goal is to help remove obstacles that take time away from these three priorities. As CEO, I have accomplished:● Working towards helping everyone in our organization achieve their full potential. This dedicated focus on Integrated Financial Group’s advisors has helped our founding members significantly increase their revenue.● Developing and fervently guarding our standout culture, the Brain Trust. Our stringent vetting process helps ensure that only those who truly care and share are permitted to join.We call ourselves 'The Brain Trust' because we believe that many minds are better than one.

San Diego, Ca, Us

As a registered principal for LPL Financial, I help individuals, couples, and families work towards successfully managing investments, taxes, insurance, retirement, and estate plans. I employ a total wealth management approach that seeks to help clients, create an investment strategy tailored to retirement needs, reduce tax exposure, and transfer wealth to children, grandchildren and/or charities. I work to provide unbiased advice and access to non-proprietary financial products and service.My proudest achievements as Principal are:● Working towards helping everyone in our organization achieve their full potential. This dedicated focus on Integrated Financial Group’s advisors has helped our founding members increase their revenue.● The development and fervently guarding our standout culture, the Brain Trust. Our stringent vetting process helps ensure that only those who truly care and share can join.I am proud to represent our LPL organization which is known for its strength and stability, a great reputation in the industry, a strong compliance record, and excellent customer service.___Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC. and Integrated Financial Group, LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit: www.TheBrainTrust.net

At Allmerica Financial, I was responsible for providing forward-thinking financial information and analysis to support decision making and strategy. I provided financial consulting to individuals and small business in the areas of retirement planning, college planning and benefits consulting. I served as the Director of Financial Planning and Development.While an Advisor at Allmerica, I successfully:● Helped mentor many young financial planners work towards becoming some of the best in our profession● Built the investment and financial planning department● Successfully served in numerous leadership positions

As the Vice President of Conway Financial Advisors, I worked with financial advisors and clients in modeling, analyzing, and presenting comprehensive and tailored financial plans. Through this role, I developed a thorough knowledge of the markets and how Conway Financial Advisors can help clients achieve their financial goals. I served as both the Director of Investment Management and Financial Planning and in these roles I accomplished the following:● Analyzed information and prepared plans best suited to individual clients' requirements● Provided clients with information on new and existing products and services● Communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans● Acted as the steward of my client's assets

Mba, Finance & Economics

Bba, Finance & Economics