UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
5yrs
Patrick McGovern
Financial advisor at Rockefeller Capital Management
Patrick McGovern is a fiduciary financial advisor in Dallas, Texas, with 5 years in the industry. Patrick joined Rockefeller Capital Management in 2025, after a year at Stifel, Nicolaus & Company and two years at Raymond James & Associates. Rockefeller Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office300 Crescent Court Suite 1450, Dallas, TX 75201
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?1 state
Services through Rockefeller Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowRockefeller Financial LLCCurrent firm
- Jun 2025 – Dec 2025Stifel, Nicolaus & Company, IncorporatedPreviously
- Sep 2021 – May 2023Raymond James & Associates, Inc.Previously
- Jun 2021 – Sep 2021MerrillPreviously
Contact Patrick
(212) 549-5100Firm headquarters in New York, NY. Ask for Patrick. 300 Crescent Court Suite 1450Dallas, TX 75201Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Patrick McGovern. Patrick works from the Dallas, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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