Patrick Wales

Patrick M. Wales
Financial Advisor Private Client Group Truist Investment Services, Inc.

554 Craghead St

Suite 200,

Danville, VA 24541-1420

About me

Background

I’m a Financial Advisor, working to help relieve the financial stress of young professionals, newlyweds, new parents, retirees, executives, and business owners. I understand that investing and financial planning are about much more than numbers on paper—they represent the time, opportunity, and resources one needs to pursue their passions in life.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS - Geology
Radford University 2003
MS - Geology
University of Mississippi 2005

Personal Interests

Dedicated to community service, I serve on the board of the Danville Science Center Foundation, the executive committee of Ducks Unlimited, Old Belt Chapter, and on various committees at West Main Baptist Church. I am also a member of the German Club of Danville, Kiwanis Club of Danville and The Danville Golf Club. I enjoy hunting, fishing, skiing, golfing, and participating in BBQ competitions.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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