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David P
Series 63, Series 66
Woodbury, MN
The Oak Ridge Financial Services Group, Inc.
David Paton is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Oak Ridge in 2019. Outside of his advisory role, he serves as Treasurer for two nonprofit organizations focused on community support and environmental preservation. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes detailed client financial analysis and uses a defined due-diligence process when recommending third-party managers, with most accounts managed on a non-discretionary basis.
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