Patrick Kimbrough, CFP®, EA

Managing Director
Dallas, Texas

Designations and Licenses

Patrick is a CERTIFIED FINANCIAL PLANNING™ professional and an Enrolled Agent.

Experience and Education

Patrick takes a holistic wealth planning approach as he works to understand each client’s objectives and challenges. He then creates a customized wealth management plan to help that client arrive at his or her personal financial destination. 

Patrick has been in the financial services industry since 2008. Prior to joining Mariner Wealth Advisors, he spent six years as a wealth management consultant at Avantax Wealth Management. As a consultant, he guided tax and wealth advisors through all stages of the financial planning process, including asset allocation and investments, tax planning, retirement and cash flow planning, estate planning and charitable giving. 

Patrick holds a bachelor’s degree in history and economics and a master’s degree in education from the University of Tennessee.

Accolades

In 2021, Patrick was named to Forbes’ Best-In-State Wealth Advisors list, ranking #99 in North Texas.

Personal Interests

Patrick and his wife have two daughters. He enjoys playing basketball and golf, reading, listening to music, watching college football and basketball, traveling and spending time with friends and family. He is an avid fan of the University of Tennessee Volunteers and Dallas Mavericks.

Patrick’s Office

The Forbes Best-In-State Wealth Advisors ranking by SHOOK Research is based on an algorithm of qualitative criteria, gained through due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

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