Today we’d like to introduce you to Jeremy Patton.
Hi Jeremy, so excited to have you with us today. What can you tell us about your story?
I started in financial services in 2005 with a small insurance agency. Over time, we have expanded our business to a full-service financial advisory firm with fiduciary responsibility to act in the best interest of the client. Libertas Financial Advisors has a heart to educate as well as advise those we serve to help build wealth and create legacy for those they love.
We have access to a number of products and platforms, including a premiere suite of products offered by Annexus.
Can you talk to us a bit about the challenges and lessons you’ve learned along the way? Looking back, would you say it’s been easy or smooth in retrospect?
The road has not been easy. After more than a decade learning the ropes as a manager in a larger agency, I knew it was time for something different. Taking a leap of faith, I set out with a vision of transforming the financial services industry through an elite advisor network, cutting-edge technology, and exclusive financial products and services for clients and advisors.
Thus, Libertas Financial Advisors was born. A boutique firm located in Frisco, TX, our team at Libertas is always looking for better ways to serve clients and make an impact on the community. Financial literacy and education on basic investment principles are at the heart of helping clients steward their resources well.
Appreciate you sharing that. What else should we know about what you do?
I grew up in Plano, TX, and left the Metroplex to play football at Lindenwood University in St. Charles, MO. Always an entrepreneur at heart, I learned the art of serving clients from my dad. I had a lawn business as a teen and owned several other businesses right out of college.
After moving back to DFW in 2005, I found the financial services industry and began traveling across the country to sit down with clients at their kitchen table and help them protect those they love in the event of a death or disability. But with vision as one of my top strengths, I always saw the bigger picture. Helping clients with their complete financial portfolio began my education on investments and wealth-building strategies. As a licensed investment advisor, my team and I serve clients in all 50 states using technology to make the process seamless and efficient for clients.
When I’m not working, I lead a business leadership group to help other business owners and hang out with my wife and kids, usually at a sporting event.
We love surprises, fun facts, and unexpected stories. Is there something you can share that might surprise us?
I am a bit of a foodie and love trying new restaurants. Travel is another passion, and I love taking my family to new places and giving the gift of experiences.
Contact Info:
- Website: www.libertasfinancialadvisors.com
- Facebook: www.facebook.com/libertasfinancialadvisors
- Linkedin: https://www.linkedin.com/company/libertas-financial-advisors/
