Patrick Lawson, Jr. CFP®
Patrick is a CERTIFIED FINANCIAL PLANNER™ professional.
After attending the University of Georgia, Patrick discovered a passion for education and finance. With more than a decade of experience at two firms in the Atlanta area, Patrick decided to open his own firm to have an even greater impact on his clients and the wealth management industry.
He started Branch Partners to help families and individuals celebrate their wealth. Oftentimes, wealth creates complexity, and the resources individuals seek for guidance can create confusion. Patrick enjoys partnering with clients to sift through the noise and complexity to create a clear and customized financial strategy that allows his clients to enjoy and celebrate their hard-earned wealth.
The word “Branch” is more than a concept, it’s a family name carried on for generations. It was important to Patrick to incorporate the word “Branch” into his firm’s name because it reflects the values he was raised with—honesty, integrity and fairness—and those values are intrinsic to how he approaches working with clients.
Patrick holds a Bachelor of Business Administration in Management from the University of Georgia, Terry College of Business. Additionally, he received his CFP® designation through the Executive Program for Financial Planning at the Terry College of Business at the University of Georgia. Patrick dedicates time to give back to his University and most recently served as a Board Member for the Terry College of Business Young Alumni Board.
Personal Interests and Affiliations
Patrick is married to McKenzie and they live in Athens, Ga. with their four children – Branch, Lulie, Copeland and Bradley. Patrick has too many hobbies to count, but at the top of the list are spending time with his wife and kids, playing golf and fly fishing. Patrick is an avid Georgia Bulldogs fan and as an Athens resident, plans to attend as many games as possible.
367 Prince Avenue, Suite E
Athens, GA 30601