During the past eight years, Patrick Fleming has served a growing portfolio of clients, including high net worth individuals and business owners, to meet their estate, retirement, business, and investment planning objectives. Patrick joined Avidian Wealth Solutions in August of 2013, where he works in coordination with the company’s team to provide a comprehensive range of financial and investment strategies for each client.
Prior to joining Avidian Wealth, Patrick worked for Sound Financial Solutions. He began his career with the company as a financial advisor and then directed its financial planning department. In addition to serving his clients, Patrick worked with other advisors on investment planning ideas and concepts for the firm’s clients.
Patrick graduated from Texas A&M University with a Bachelor of Business Administration Degree in Finance and received a Certificate in International Business from the Mays Business School. He was a scholarship player on Texas A&M’s football team and earned a varsity letter as a freshman, as well as the CHAMPS academic achievement award.
Patrick enjoys volunteering with the Houston Livestock Show & Rodeo as part of the World Championship BBQ Cook-off Committee. He also serves his alma mater as a member of the Texas A&M Letterman’s Association. Patrick enjoys hunting and fishing. He and his wife Melissa reside in Cypress.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!