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Our financial advice team


Patrick Shreve

Patrick Shreve

CFP®

Financial Advisor

Joseph R. Brown and Associates
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 11 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Investments
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Insurance

Interests

  • New Orleans Saints Football, fan since I was little
  • Nicholls State Baseball (Pitched for them 2010-2012)
  • Working Out
  • Reading (Love Malcolm Gladwell's work)
  • Finally, I love spending time with my family especially at Orange Beach, AL

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 – Uniform Securities Agent State Law Examination
  • Series 65 – Uniform Investment Advisor Law Examination
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Master of Science - MS, Family Financial Planning and Counseling, The University of Alabama
  • Bachelor of Science, Business Administration, Nicholls State Univeristy, Thibodaux, Louisiana
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Community participation

  • Parishioner of St. Jude the Apostle Catholic Church
  • St. Jude Men's Club Member