Pat Combs serves as Director for Archetype Wealth Partners. As a lifelong athlete, he always strives to bring his “A-game” while also bringing out the best in his friends, clients and teammates.
Pat began his wealth management career at Morgan Stanley in 2005 where he quickly ascended to the top five percent of advisors in his first three years of business and was named as a 2015 Five Star Wealth Manager award winner in the Dallas-Fort Worth area. It was during this time that he discovered the power that an aligned team can bring to client relationships. “As a former pro baseball player, I knew the power that great teamwork and alignment of values and behaviors can bear on client relationships. The processes, strategies and management are extremely important, but the strength of our great relationships within our team is the difference our clients feel.”
Pat lives in Southlake, Texas with his wife Christina and their three sons Carson, Conner and Casey. Pat is a Certified Kingdom Advisor and is very active in his local church. His ongoing love of baseball inspires him to serve as Chairman of Unlimited Potential, a baseball ministry for pro players, and as a board member for Fellowship of Christian Athletes, the Baylor “B” Letterwinners Association and Sports Challenge. Pat is also involved in the CEO Forum and the Spiritual Leadership Institute.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,862 Dallas/Fort Worth wealth managers were considered for the award; 684 (24 percent of candidates) were named 2015 Five Star Wealth Managers.
Quote by Suze Orman.