I believe that everyone’s economic and life situation is unique. My goal is to offer personalized service essential to matching individuals to the right financial solution.
Patrick Beale
Wealth Advisor - Angleton Office
The Angleton Office is located at:
4005 Technology Drive
Suite 1038-B
Angleton, TX 77515
Phone: (325) 207-5772
Email: info@gwadvisors.net
Patrick Beale is dedicated to each client’s personal goals, working together with them to create a customized financial plan while providing the highest level of service available. He recently joined Global Wealth Advisors as a wealth advisor out of their Angleton, Texas office. With this change, he is excited about offering his clients a wider net of tools and services to meet their long-term financial goals.
As a financial professional with over 19 years of experience in the banking and financial services industry, he enjoys the opportunity to help both individual families and business owners by translating their unique needs into enduring personalized financial plans. Before joining GWA, he was a member of a regional credit union Wealth Advisor team.
Originally from Conroe, Texas, Patrick and his wife and twin girls call Pearland home. In his free time, he chases around his daughters, plays soccer dad, is an avid golfer, and is dedicated to the Houston Astros as well as all the hometown teams. He also co-owns Pearland Elite Training Center which boasts a top competitive gymnastics team. Patrick is a graduate of Centenary College of Louisiana and holds a Bachelor of Science in Business Administration and Management along with FINRA series 7 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Awards
2016-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in July 2024 based on data gathered between October 2023 and April 2024. 3,270 advisors were considered, 208 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.