The way forward

Today, tomorrow and for generations to come

Mountain climbers reaching the summit

Patrick Flood

Managing Director–Wealth Management

Financial Advisor

Patrick is a highly experienced financial advisor with over 25 years in the industry, offering his clients the benefit of his expertise and dedication. A graduate of the University of California, Santa Barbara (UCSB), Patrick holds a degree in Economics and is a passionate supporter of the Gauchos basketball team. Combining his academic background with years of hands-on experience, Patrick specializes in constructing custom portfolios tailored to his clients' individual financial goals, risk tolerance, and investment timelines.

As a devoted family man, Patrick's passion for helping families achieve a secure financial future is evident in the long-lasting relationships he has built with his clients. He takes pride in guiding them through life's financial milestones with a personalized touch.

Outside the office, Patrick is an accomplished adventure racer, participating in hiking, cycling, and swimming events. A former Iron Man competitor, he believes the discipline and perseverance required in adventure racing translate seamlessly to the world of financial advising. Both pursuits demand clear goals, strategic planning, and adaptability to overcome challenges.

Patrick is committed to giving back to his community and serves on the board of Bishop Diego High School, where he is able to make a positive impact on the lives of young people. He also mentors recent college graduates looking to start careers in finance, sharing his knowledge and experience to help them navigate the complexities of the industry.

With his diverse skill set, enthusiasm for sports, and dedication to family, adventure racing, and community service, Patrick brings passion and commitment to his work. His clients can trust that they will receive the personalized attention and guidance they need to achieve their financial goals.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • IL
  • IN
  • MA
  • NJ
  • NY
  • OR
  • RI
  • SD
  • TX
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. in Economics, The University of California at Santa Barbara

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Cash management
Financial planning
Long-term care planning
Retirement planning
Philanthropy
Legacy planning
Custom portfolios
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101
  • (805) 730-3418

Email Me

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Patrick J. Flood  Profile Photo

    Patrick Flood

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • IL
    • IN
    • MA
    • NJ
    • NY
    • OR
    • RI
    • SD
    • TX
    • WA
    • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        222 East Carrillo Street
        Suite 106
        Santa Barbara, CA 93101
      • Noelle Ashley Oh Profile Photo

        Noelle Ashley Oh

        Authorized Officer

        Senior Wealth Strategy Associate

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        • AL
        • AZ
        • CA
        • CO
        • DC
        • FL
        • HI
        • IL
        • IN
        • MA
        • ME
        • MO
        • NJ
        • NY
        • OR
        • TX
        • WA
        • WI

              222 East Carrillo Street
              Suite 106
              Santa Barbara, CA 93101

            A focus on personalized access and service

            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

            charts

            Investment management

            A team approach

            A team approach

            Goals-based planning

            Goals-based planning

            cover art of women's document

            Women, wealth and well-being

            The challenges women breadwinners face embracing their financial clout

            Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

            We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

            Download the report

            Backed by the strength of UBS

            A global leader in wealth management

            #1

            for High Net-Worth clients

            Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

            Best

            Global private bank services, 2016-2022
            Euromoney Private Banking and Wealth Management Survey, 2022

            #1

            For Ultra-High Net Worth clients

            Euromoney Private Banking and Wealth Management Survey, 2016-2020