Wes Patton

Senior Client Advisor Associate


 

Wes Patton

Senior Client Advisor Associate

“An investment in knowledge always pays the best interest.”

Role at Mission Wealth

Wes works closely with a team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. He also prepares investment reports and financial scenarios.

Contact Information

Office Locations: Santa Barbara, CA
Direct Line: (805) 690-9010

Role at Mission Wealth

Wes works closely with his team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. He also prepares investment reports and financial scenarios.

Contact Information

Office Locations: Santa Barbara, CA
Email: wpatton@nullmissionwealth.com
Direct Line: (805) 690-9010

Career Highlights

Prior to joining Mission Wealth in 2019, Wes worked as a Financial Advisor with Edward Jones and FMB Wealth Management. He performed comprehensive financial planning and investment analysis, as well as providing back-end research and support.

Career Highlights

Prior to joining Mission Wealth in 2019, Wes worked as a Financial Advisor with Edward Jones and FMB Wealth Management. He performed comprehensive financial planning and investment analysis, as well as providing back-end research and support.

Personal Pursuits

In his spare time, Wes enjoys hiking, camping, biking, reading, and playing guitar and bass.

Education

Bachelor of Arts in Business Administration and MBA from Chapman University. Wes earned his CFP® in August of 2019

Personal Pursuits

In his spare time, Wes enjoys hiking, camping, biking, reading, and playing guitar and bass.

Education

Bachelor of Arts in Business Administration and MBA from Chapman University. Wes earned his CFP® in August of 2019

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