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Patsy Gomez

Financial advisor serving Business Owners & Individuals - Financial Strategies - Retirement - Insurance - Estate
Rockwall, Texas
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Patsy Gomez

Financial advisor serving Business Owners & Individuals - Financial Strategies - Retirement - Insurance - Estate
Rockwall, Texas
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Patsy Gomez is a financial advisor with a passion for helping individuals, entrepreneurs, and business owners achieve their financial goals. She graduated from The University of Texas at El Paso with a BSCE in engineering and later studied for an MBA in finance at UT Permian Basin. Gomez has over twenty years of experience in the financial industry, having previously worked as a financial advisor at Edward Jones and vice president/small business relationship manager at JPMorgan Chase. She is currently a financial advisor at LPL Financial, where she specializes in offering fee-based investing, annuities, retirement plans, 401k's and more to her clients.

Gomez is also active in several organizations, including Bea's Kids, Tarrant County Workforce Development Board, Associated Builders & Contractors DFW, and Gomez Service Corporation. She has previously held positions as Chairman of the Board at Tarrant County Workforce Development Board and CEO/Founder at Gomez Service Corporation. Gomez started her professional career as a production engineer at ARCO and later worked as a senior drilling engineer at Exxon.

As a financial advisor, Gomez partners with investors to create and implement strategies that work toward their specific goals. She uses an established process to help craft a properly balanced and diversified portfolio to achieve her clients' goals. Gomez's areas of focus include working with successful individuals, entrepreneurs, and business owners. She offers securities and advisory services through LPL Financial, a registered investment advisor and broker-dealer

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.