Patrick Ford joined Brown Wealth Management in 2007 as a financial advisor after working at both UBS and Smith Barney. As Director of Wealth Management, he provides customized financial advice to high-net-worth clients and their families. Patrick’s responsibilities include the design and implementation of client financial plans. He also acts as a primary relationship manager for Brown Wealth Management clients. Patrick provides the highest level of client service, frequent communication and ongoing financial education on pertinent subjects, such as Social Security, healthcare and retirement savings strategies.
Patrick earned his bachelor’s degree in economics from the University of Michigan and also studied abroad at the London School of Economics. He specializes in Modern Portfolio Theory and Behavioral Economics and holds a Series 7 registration with LPL Financial and a Series 66 registration with LPL Financial and Stratos Wealth Partners, as well as a California (life and health) Insurance License.
Originally from Ann Arbor, Michigan, Patrick is a Michigan Wolverines fan. He also enjoys cooking, reading and fishing for yellowtail from his kayak in La Jolla.
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