Plan. Retire. Enjoy.

CONNECT

Address:

16479 Dallas Parkway Suite 850
Addison, TX 75001

Phone:

469-737-4109

Fax/Other:

469-737-4100

Patrick Wallace, ChFC®, CFEd®

Patrick Wallace, ChFC®, CFEd®

Financial Advisor

Patrick studied communications at Fort Lewis College in Durango, Colorado. His career in finance began in 2006 with Aflac, where he earned the Rookie of the Year Award for his North Texas Region. 

 

In 2007 he Chartered Financial Consultant (ChFC®) program through the American College, in 2016. 

Since 2014 he’s been awarded the 1Women’s Choice Award identifying advisors and firms’ women can trust, as seen in USA Today, and was recently awarded the 2Texas Monthly Five Star award for 2018.  He also has his Series 6, 63 and Group 1 Life, Accident, Health, and HMO.

Patrick and his wife Lindsey reside in Lake Dallas, TX. They have two sons, Colt and Eli. He enjoys spending time with his family, traveling, and playing basketball.was awarded the Penn Mutual President’s Club Award. He earned his Certified Financial Educator (CFEd®) designation and completed the Wharton School Retirement Income Planning program in 2013. He also completed the

 

1   The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms.

2   https://www.fivestarprofessional.com/wmdisclosures/DALWM18

 

Phone 469-737-4144
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck