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Patrick Stokes Chfc, Ricp profile image

Patrick Stokes Chfc, Ricp

Financial Services Agent/Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Horace Mann Educators Corp</span>
Intro Book
Patrick Stokes Chfc, Ricp, a seasoned financial expert with 27 years of experience, holds RICP and ChFC designations, offering retirement planning and risk management solutions in Tyler, Texas.
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Location
Tyler, Texas, United States, US
Languages
  • English -
Skills
  • Retirement Planning
  • Insurance
  • Life Insurance
  • Customer Service
  • Financial Services
  • Show all
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Bio

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Patrick Stokes Chfc, Ricp A seasoned financial expert with 27 years of experience, Patrick Stokes is a Chartered Financial Consultant (ChFC) and Registered Investment Counselor Professional (RICP) with Horace Mann/Stokes Agency LLC. He specializes in retirement planning for educators in Texas, offering comprehensive financial services and risk management solutions for individuals and families. Throughout his career, Patrick has demonstrated exceptional leadership skills, with a proven track record of success in customer service, marketing, and insurance. He holds a Bachelor of Science degree in Political Science and Government from the University of Texas at Tyler and earned his ChFC designation from The American College in 2012. Patrick's expertise extends to fixed annuities, property and casualty insurance, term life insurance, and more. As a respected authority in the field, Patrick has built a reputation for delivering personalized solutions that cater to the unique needs of educators and their families. His dedication to providing exceptional service has earned him a loyal client base and recognition as a trusted expert in the financial services industry.

Credentials

  • ChFC
    American College

Experience

  • Horace Mann Educators Corp
    • Financial Services Agent/Owner
  • Horace Mann/Stokes Agency LLC
    • Tyler TX
    • Financial Services Agent/Owner
      • Jan 1997 - Present
      • Tyler TX

      Specializing in Retirement Planning for Educators in Texas.Offer financial services and risk management solutions for educators and their families.

Education

  • 2012 - 2014
    The American College
  • 2008 - 2012
    The American College
  • 1984 - 1988
    Round Rock High School
  • 2006 -
    University of Texas at Tyler

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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