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Don Patrick Email & Phone Number

Founder and Chief Strategy Officer at Integrated Financial Group | The Brain Trust
Location: Atlanta, Georgia, United States 5 work roles 2 schools
1 work email found @thebraintrust.net 3 phones found area 423 and 770 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email d****@thebraintrust.net
Direct phone (423) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Integrated Financial Group | The Brain Trust
Role
Founder and Chief Strategy Officer
Location
Atlanta, Georgia, United States
Company size
54 employees

Who is Don Patrick? Overview

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Quick answer

Don Patrick is listed as Founder and Chief Strategy Officer at Integrated Financial Group | The Brain Trust, a company with 54 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at thebraintrust.net, phone signal with area code 423, 770, and a matched LinkedIn profile for Don Patrick.

Don Patrick previously worked as Founder & Chief Strategy Officer at Integrated Financial Group | The Brain Trust and Principal at Lpl Financial. Don Patrick holds Mba, Finance & Economics from Usc Marshall School Of Business.

Company email context

Email format at Integrated Financial Group | The Brain Trust

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{first_initial}{last}@thebraintrust.net
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AeroLeads found 1 current-domain work email signal for Don Patrick. Compare company email patterns before reaching out.

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Profile bio

About Don Patrick

I bring over four decades of experience advising and coaching individuals, professionals, and businesses in a wide range of financial matters from risk management, investments, and taxes, to general business consulting. As a business consultant to wealth managers, my overriding focus is to help advisors grow their business, run efficient practices, make more money, and have fun. In my role as CO-CEO and President, become one of the largest independent financial planning consortiums in nine states, with nearly $6 billion in brokerage and advisory assets through LPL Financial and IFG Advisory, LLC.. With over 80 Consortium Members independently owning firms across 19states, we form a diverse, experienced and qualified group of professionals who deliver sound financial advice and strategies. Recent successes include:● Author of Keep Your Nest Egg From Cracking (What You Need to Know)● Articles published in The Wall Street Journal, Kiplinger’s Retirement Report, New York Daily News, Journal of Financial Planning, US News and World Report ● Our company has been *Top Ranked Top Small Workplace in Atlanta for 2015 - 2020 by The Atlanta Journal-Constitution When not working with clients and wealth managers, I can be found in the air. I am an avid pilot and have been flying since I was 16 years old. I volunteer and support Angel Flight, a nonprofit organization of volunteer pilots who transport individuals with medical and financial needs.Contact me:Phone: 770-353-6317Email: DPatrick@TheBrainTrust.net*Nominees selected based on survey of employees measuring qualities such as leadership, compensation and training, workplace flexibility, and diversity.

Listed skills include Retirement Planning, Estate Planning, Financial Planning, Investment Management, and 9 others.

Current workplace

Don Patrick's current company

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Integrated Financial Group | The Brain Trust
Integrated Financial Group | The Brain Trust
Founder and Chief Strategy Officer
Atlanta, GA, US
Website
thebraintrust.net
Employees
54
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Company profile
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5 roles · 45 years

Don Patrick work experience

A career timeline built from the work history available for this profile.

Founder & Chief Strategy Officer

Current
Integrated Financial Group | The Brain Trust

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.
  • 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'.
Jun 2003 - Present

Principal

Current
Lpl Financial

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.
  • 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.
2011 - Present ~15 yrs 4 mos

Advisor

Allmerica Financial
  • 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.
  • 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
1991 - 2003 ~12 yrs

Vice President

Conway Financial Advisors
  • 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.
  • 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
1981 - 1991 ~10 yrs
Team & coworkers

Colleagues at Integrated Financial Group | The Brain Trust

Other employees you can reach at thebraintrust.net. View company contacts for 54 employees →

PP Peyton Prince Peyton Prince Colleague at Integrated Financial Group | The Brain Trust Roswell, Georgia, United States, United States View → AB Andrews Browne Andrews Browne Colleague at Integrated Financial Group | The Brain Trust Charlotte, North Carolina, United States, United States View → IF Integrated Financial Group Integrated Financial Group Colleague at Integrated Financial Group | The Brain Trust Atlanta, Georgia, United States, United States View → CS Carmen Schuck Carmen Schuck Colleague at Integrated Financial Group | The Brain Trust Jacksonville, Florida, United States, United States View → CW Connie Weems-Scott, Msfs, Cfp® Connie Weems-Scott, Msfs, Cfp® Colleague at Integrated Financial Group | The Brain Trust Atlanta, Georgia, United States, United States View → CE Crystal Epstein Crystal Epstein Colleague at Integrated Financial Group | The Brain Trust Atlanta, Georgia, United States, United States View → NR Nick Rios Nick Rios Colleague at Integrated Financial Group | The Brain Trust Fort Lauderdale, Florida, United States, United States View → TS Thomas Sheeley Ii Thomas Sheeley Ii Colleague at Integrated Financial Group | The Brain Trust Los Angeles Metropolitan Area, United States View → LH Lesley Hatfield Lesley Hatfield Colleague at Integrated Financial Group | The Brain Trust Atlanta Metropolitan Area, United States View → TK Teresa Kihara (Nerc Cip/Finra/Access Management/Compliance) Teresa Kihara (Nerc Cip/Finra/Access Management/Compliance) Colleague at Integrated Financial Group | The Brain Trust Atlanta, Georgia, United States, United States View →
2 education records

Don Patrick education

Mba, Finance & Economics

Usc Marshall School Of Business

Bba, Finance & Economics

Loyola Marymount University, College Of Business Administration
FAQ

Frequently asked questions about Don Patrick

Quick answers generated from the profile data available on this page.

What company does Don Patrick work for?

Don Patrick works for Integrated Financial Group | The Brain Trust.

What is Don Patrick's role at Integrated Financial Group | The Brain Trust?

Don Patrick is listed as Founder and Chief Strategy Officer at Integrated Financial Group | The Brain Trust.

What is Don Patrick's email address?

AeroLeads has found 1 work email signal at @thebraintrust.net for Don Patrick at Integrated Financial Group | The Brain Trust.

What is Don Patrick's phone number?

AeroLeads has found 3 phone signal(s) with area code 423, 770 for Don Patrick at Integrated Financial Group | The Brain Trust.

Where is Don Patrick based?

Don Patrick is based in Atlanta, Georgia, United States while working with Integrated Financial Group | The Brain Trust.

What companies has Don Patrick worked for?

Don Patrick has worked for Integrated Financial Group | The Brain Trust, Lpl Financial, Allmerica Financial, and Conway Financial Advisors.

Who are Don Patrick's colleagues at Integrated Financial Group | The Brain Trust?

Don Patrick's colleagues at Integrated Financial Group | The Brain Trust include Peyton Prince, Andrews Browne, Integrated Financial Group, Carmen Schuck, and Connie Weems-Scott, Msfs, Cfp®.

How can I contact Don Patrick?

You can use AeroLeads to view verified contact signals for Don Patrick at Integrated Financial Group | The Brain Trust, including work email, phone, and LinkedIn data when available.

What schools did Don Patrick attend?

Don Patrick holds Mba, Finance & Economics from Usc Marshall School Of Business.

What skills is Don Patrick known for?

Don Patrick is listed with skills including Retirement Planning, Estate Planning, Financial Planning, Investment Management, Series 7, Coaching, Business Financial Planning, and Business Strategy.

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