Robert Patton, CFP®, is a Wealth Management Senior Relationship Manager with a background in private wealth management. They began their career as an RIA Representative at First Command Financial Planning from 2004 to 2007, before moving to Fidelity Investments, where they held various roles, including Wealth Management Senior Relationship Manager and Relationship Manager, from 2007 to 2008. Robert earned a Bachelor of Science in Mathematics from the US Coast Guard Academy, where they studied from 1981 to 1985.
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