Patrick Freeman
President at Freeman Wealth Management
Based in Dallas, United States
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Seniority
C-Team
Department
General Business & Management
Location
Dallas
Industry
Financial Services
Company size
2
Contact information
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p•••••••@freemanwealth.com
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Background
About Patrick Freeman
After graduating from Texas A&M University in May of 1996, I started my career in the Fort Worth office of Northwestern Mutual. I became a CERTIFIED FINANCIAL PLANNER (TM) certificant in My strong belief in holistic wealth management led me to start my own independent firm, Freeman Wealth Management, on the Fidelity Institutional platform in May of 2006. This move allowed me to serve my clients in a more comprehensive manner. Freeman Wealth Management has offices in Dallas, Tx and Amarillo, Tx and focuses on providing wealth management, portfolio management, retirement planning, estate planning, and college education planning services. I believe in giving back to the community. I have coached basketball with the Boys Club in Arlington, Tx, and have served as Big Brother with Big Brothers and Sisters of Arlington, Tx. It brings me great satisfaction that my "Little Brother" went on to earn two degress from my alma mater, Texas A&M University. My three children live in Amarillo, Tx and I split my time evenly between Amarillo, Tx and Dallas, Tx. When I am not working, I spend time swimming and jumping on the trampoline with my kids. Please connect with me for business and volunteer opportunities. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Freeman Wealth Management, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.
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