Chad Patton

Focus

As the Executive Director - Senior Branch Manager, and Financial Advisor within Wells Fargo Advisors, my goal for Southlake clients and fellow financial advisors is being a resource, friend, and asset as we navigate through today’s financial landscape.  Our financial professionals and staff offer a wide range of services to investors, privately held business, corporations and affluent families throughout Texas and the country. 

I am proud of the vast resources we offer from Wells Fargo Advisors.  I see my role as a Branch Manager as someone who can help clients and Financial Advisors to pursue their goals.  To that end, I am constantly seeking financial professionals in the community both registered and those wanting to be-who want to join a growing and successful enterprise.  We are a community of outstanding achievers and I welcome all to explore the future with me. 

Background and experience

I earned my BS from the University of Illinois, Urbana-Champaign. I attended graduate school at the University of St. Francis. FINRA Series 7, 9, 10 and 66 Securities Registration. 

I recently termed out as a Southlake City Council member where I held a variety of board seats including; Zoning Board of Adjustments, Parks and Recreation (Vice Chair 2014-2016), 2035 Corridor Planning Committee, TIRZ Board, TIRZ Chair 2020-2022, Southlake Parks Development Corporation, Mayor Pro-Tem 2021-2022. I previously served on the Executive Board of The Pro Players Foundation and I am currently on the Board of the Southlake Chamber of Commerce.  I have a specialized background in the health care industry and extensive real estate development experience. 

Away from the office

I enjoy watching my kids play their respective sports which include baseball and college lacrosse.  For leisure, exercise, golf and traveling with my family and close friends are at the top of my list.  We are members of 121 Church in Grapevine, TX.