John M Patison
Wealth Management Advisor|CFP®
Personal
John resides in Dallas with his wife, Michelle, to whom he has been married for 27 years. They have two sons, Michael and Andrew, who are currently away at college.
John is an active member of, Highland Park United Methodist Church. He is heavily involved with the Boy Scouts of America, having served as Scout Master for Troop 577 and District Chair for the Blackland Prairie District. He is currently on the Executive Board of the Circle 10 Council.
Professional
John has over 30 years of experience in the financial services industry, including 10 years in commercial lending with Bank of America.
Education
- Southern Methodist University (B.B.A.)
- University of Dallas (M.B.A.)
Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP® )
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
