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Specialties
Patrick, a Houston native, has been with our firm for nine years, passionately helping clients through financial planning.
He believes financial planning is essential to both personal and professional success, and he finds fulfillment in empowering others to make the world a better place. Patrick holds a Bachelor of Science in Economics from Texas A&M University. He and his wife, Giuli have been married for two years and are excited about the prospect of starting a family in the future. Outside of work, Patrick enjoys exercising and competing in triathlons. While he's serious about fitness, one surprising fact about him is that he enjoys relaxing by watching reality TV.
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Always free for clients.
CFP, ChFC
Chartered Designations
What do these credentials mean?
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Patrick B. Bailey uses Century Oak Private Wealth as a marketing name for doing business as a representative of Northwestern Mutual. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Century Oak Private Wealth and Northwestern Mutual Private Client Group are not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Patrick B. Bailey is a Financial Advisor Agent of NM, a Registered Representative of NMIS, and a Representative of NMWMC. There may be instances when this agent represents companies in addition to NM or its subsidiaries. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity. While links to other websites are provided for convenience and information, please be advised that except for information related to NM, the inclusion of, or linking to, other websites does not imply NM endorsement of, nor responsibility for, those websites. Please do not send orders for mutual funds or securities via email, as they cannot be processed.