Retirement planning. It's about time.

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Pensive Man On Boat

Patrick Evans

Senior Vice President–Wealth Management

Financial Advisor

Personal & Community

  • AIESEC Life - Board of Directors
  • EJ Ourso College of Business Dean's Advisory Council
  • Past President, DFW/LSU Alumni Association
  • Serves on the LSU Foundation Planned Giving Advisory Council
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • KS
  • LA
  • MA
  • MD
  • MN
  • MS
  • NC
  • NM
  • OK
  • PA
  • TN
  • TX
  • UT
  • VA

Education

  • B.S. International Trade and Finance, Louisiana State University

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0334

Email Me

Focus on liquidity management

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Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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