Team
How I Work
Keith W. Patterson is a Texas A&M graduate and native Houstonian who knows his hometown's customs and culture like the back of his hand. He worked on Wall Street for several years before striking out on his own and founding the more hands-on, client-focused firm that would become Patterson Capital. His philosophy is clear: Clients are better served by financial advisors who avoid pushing specific products or laboring under sales quotas from management. That philosophy informs every aspect of Patterson Capital's work.
Keith W. Patterson
Founder and Managing Director
Keith W. Patterson is the Founder and Managing Director of Patterson Capital; a financial services firm that specializes in developing and implementing wealth strategies to help their clients in areas such as:
- Retirement Income Plans
- Professional Wealth Management
- Roth IRA Conversions
- Navigating Market Volatility
- Estate Planning and Transfers
Keith has been caring for & serving his many clients, their families, and their estates for over 30 years. Keith became a Financial Advisor in 1991 after Graduating from Texas A&M University, when he went to work for Dean Witter (now Morgan Stanley).
Keith is a native Houstonian, married to Stephanie, his wife of 27 years, and has a beautiful daughter named Presley and a son named Peyton. In his spare time, he is active in the community by coaching youth football, High School 7 on 7 Football, Little League Baseball…& is active in his church (Sugar Land Baptist Church). Also, he’s Treasurer of Fort Bend Christian Academy Booster Club, and involved in other philanthropic activities.
Securities offered through LPL Financial, Member FINRA, SIPC.
