Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investments
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Education

  • BBA -Finance & Insurance, Georgia Southern University, 1978-1982

About

A financial advisor with over 42 years of industry experience, Pat Robertson offers personalized, fee-based financial guidance tailored to your goals, with independent advice and plans that adapt to life and market changes.

Core Values:

  • Everyone has untapped potential
  • Work is purpose and self-expression
  • Lifelong learning fuels excellence
  • Trust builds strong relationships
  • Aim to make a lasting impact

"History has demonstrated that the most notable winners usually encountered heartbreaking obstacles before they triumphed. They won because they refused to become discouraged by their defeats." - Bertie C. Forbes