Patrick Burdick is a Senior Vice President and Wealth Advisor based in the Houston office of Capital Advisors, focusing on wealth management, business development, and client service for the South Texas region. With over 20 years of experience in financial planning and wealth management, Patrick previously worked as a Senior Wealth Advisor at Belpointe Asset Management and as Managing Director at Stern Brothers Asset Management. Patrick holds a BA in Psychology from The University of Texas at Austin and has pursued further education in financial planning. At Capital Advisors, Patrick emphasizes acting as a fiduciary, ensuring that clients' best interests are always prioritized.
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