Patrick Conger, AAMS (LPL Financial Nashville, TN

Patrick’s ongoing passion for all types of sports, from pee-wee to pro, along with the business behind the games, brings a level of expertise to his work that can’t be matched. In college, he earned a degree in Accounting while playing NAIA basketball at Trevecca Nazarene University.  He then received the AAMS designation from the College of Financial Planning and an Executive Certificate inFinancial Planning from Belmont University. Patrick has managed his advisory clientele since 2001 at NYSE member financial firms Robert W. Baird, Morgan Keegan and UBS, before joining LPL Financial in 2011.

 

Patrick’s clientele is a diverse mix of corporate executives, families, and pro athletes.  His background in athletics, as a player and coach, make him perfectly suited to advise athletes in financial matters. In his career, he has provided wealth management advice to pros in MMA, baseball, basketball, and football.  He is a Registered Player Financial Advisor with the NFL Players Association.

 

Patrick currently serves on the Board of Directors for non-profits FiftyForward, Inc. and Matthew Walker Comprehensive Healthcare Center, and is a past Board Member of The Bethlehem Centers of Nashville and The Young Leaders Council.