Patrick Di Fazio

Director of Wealth Management Consulting

Patrick Di Fazio is the director of the Wealth Management Consulting Department at 1st Global, where he leads a talented group of consultants who assist advisors in portfolio analysis and design, retirement and distribution planning, insurance and annuities solutions, asset transition plans, and alternative product solutions. He began his career with 1st Global in 2010 and previously served as a wealth management consultant for the company. He enjoys being able to lead a team that collaborates with advisors to provide clients with solutions that are tailored to their specific goals, helping to enable them to honor the promises they’ve made to their families and to themselves.

Patrick received his Bachelor of Business Administration — Management Information Systems degree and Bachelor of Arts degree in economics from Southern Methodist University, and he entered the financial services industry because of his fascination with economic policy and capital markets and so that he could help others reach their financial goals. Prior to working at 1st Global, he was the vice president of company store operations for a Dallas-based retail chain and then a financial advisor at Bank of America and Frost Investment Services. He has passed his FINRA Series 7, 24, 63 and 66 exams as well as his Texas General Lines Insurance exam.