Patrick Kimbrough, CFP^®, EA

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

Patrick was named to Forbes’ Best-In-State Wealth Advisors list, ranking #9 in North Texas in 2023, #19 in 2022 and #99 in 2021.

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 Offices

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2021 through 2023 were published in February 2021, and April of 2022 and 2023, and were based on June 30^th data, including 1- and 5-year periods.

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