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 protect their assets and 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.