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Patrick T
CFP®, Series 63, Series 65
Hollywood Park, TX
Navy Federal Investment Services, LLC
Patrick Terrell is a CFP® professional with 26 years of experience in financial services. He is currently with Navy Federal Investment Services, LLC and has previously worked at Charles Schwab and USAA, where he held various advisory and financial planning roles. Outside of his advisory work, he serves as a statutory durable power of attorney for a family member, assisting with financial monitoring and bill payments without compensation. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and maintains oversight responsibilities while providing a range of investment and overlay services.
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