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
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • LA
  • MD
  • MI
  • NC
  • NM
  • NY
  • OK
  • TN
  • TX

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

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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