Cole Patterson

Background

About Cole Patterson

Cole Patterson is a Financial Advisor with the Pegasus Group, a UBS Financial Services team with offices in Dallas, Texas. Cole focuses on offering a comprehensive approach to managing wealth that begins with getting to know his clients, their families and financial situation, and what matters most to them. He then helps them create a customized wealth management approach that can be flexible as their needs and market conditions change. Cole also provides access to the investment insights of UBS Financial Services to help address the various aspects of clients' financial lives. He's driven by his passion for delivering excellent service and helping clients pursue their goals. Cole began his career in 2020 after graduating from Texas A&M University with a Bachelor of Science in Economics. After completing multiple internships in wealth management, Cole realized his passion for helping people achieve their financial goals. He quickly inserted himself into the wealth management world by serving as an officer for the Texas A&M Financial Planning Student Association, taking on the role of a Financial Planning Student Ambassador, and volunteering as a Money Education Center Peer Advisor where he helped fellow Texas A&M students manage their budgets and expenses. Cole's early dedication to the industry has given him unique exposure to a wide variety of client needs and financial situations. While Cole is originally from San Antonio, TX, he currently resides in Dallas. He enjoys playing golf, running, traveling, movies, and reading.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.