Meet Pat Peason

Patrick Peason


Investment Advisor Representative

Patrick Peason has been in the financial services industry for over 30 years and specializes in the unique challenges facing today’s retirees and pre-retirees. In today’s uncertain markets and tough economy, investors need to fully understand all the various strategies and investment options available to them to help protect their assets and help ensure reliable retirement income.

As a result of Pat’s sound, more conservative strategies, his clients enjoy the peace of mind that comes from having a customized, optimized asset allocation. Pat is also a firm believer in the importance of financial literacy and investor education. As a community service, he provides information on all aspects of the principles of personal finance, saving, and investing via educational workshops and seminars offered through community organizations.