Brian Pate

Brain Pate, MBA

Client Relationship Manager

(972) 852-4800 | brian@fluentfinancial.com

 

Brian joins the Fluent Financial team as a Client Relationship Manager with over a decade of experience in the financial industry. He worked for Charles Schwab in Advisor Services and at TIAA-CREF as an Institutional Client Consultant. In these roles, he gained experience working with many types of retirement plans and their underlying investment instruments. He’s also experienced in retirement planning, short and long term financial planning and account servicing. He also worked in consumer banking for five years for both large and small banks.  As a Client Relationship Manager with Fluent Financial, he is responsible for financial transactions and preparing comprehensive financial plans.

 

Brian graduated from Texas A&M University-Commerce in 2007 with a Bachelor’s Degree in Business Administration and then obtained his Master’s in Business Administration from Texas A&M-Commerce, graduating in 2012. He holds a Series 6 Investment Company Products License, a Series 63 Uniform Securities State Law License, and a Texas State Life and Health Insurance License. 

 

Brian was born in Dallas and raised in East Texas. His hobbies include reading, fishing, music, being active on the water, trying to learn to play golf, and college athletics. He is an avid college sports blogger in his spare time and attends Countryside Bible Church in Southlake, Texas. 

 

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