Patrick Elliott
Knoxville,TN
Summary
Dynamic Senior Financial Planner with a proven track record at Uprise, excelling in strategic leadership and high-net-worth advisory. Spearheaded the development of a proprietary planning tool, enhancing scalability and standardization. Renowned for delivering impactful financial wellness coaching and fostering cross-functional collaboration to drive measurable client outcomes.
Overview
18
18
years of professional experience
Work History
Senior Financial Planner
Uprise
10.2023 - Current
- Serve as lead advisor across B2B and B2C partnerships, delivering tailored financial coaching that aligns with strategic partner goals and end-user outcomes.
- Led development of proprietary planning tool that standardized workflows and enhanced scalability.
- Directed advisor mentoring and training, providing advanced estate and tax planning guidance and fostering a culture of continuous improvement in a fully remote environment.
- Designed and hosted high-conversion webinars, translating complex financial concepts into actionable insights.
- Partnered with founders on business development and strategic initiatives, contributing to product refinement and market expansion.
- Embedded Financial Advisory
Senior Lead Planner
Facet Wealth Management
07.2020 - 07.2023
- Managed holistic wealth management for 250+ clients, integrating estate, tax, and retirement planning.
- Directed onboarding, training, and performance development for junior planners, with emphasis on behavioral finance and financial counseling methodologies.
- Collaborated with cross-functional teams to deliver customized financial plans, driving measurable outcomes.
- Contributed to hiring and strategic growth initiatives in a rapidly scaling fintech environment.
Private Wealth Manager
Creative Planning, Inc.
Kansas City, USA
03.2013 - 09.2019
- Guided high-net-worth and multi-generational clients through customized financial roadmaps including philanthropic, estate, and investment strategies.
- Collaborated with in-house attorneys and CPAs to deliver integrated wealth plans.
- Drove business development and client acquisition through relationship-driven growth and fiduciary advisory.
- Private Wealth Management
Various Roles
USAA
San Antonio, USA
11.2007 - 03.2013
- Wealth Manager: Led advisory team serving $1M+ clients, delivering investment and retirement strategies while achieving top satisfaction ratings.
- Annuity Wholesaler: Exceeded $1B annual goal with $1.7B in annuity sales. Designed national training programs and streamlined processes to save $900K+.
- Lead Planner, Survivor Relations: Managed estate transitions with compassion and precision, mentoring advisors in high-sensitivity environments.
- Senior Advisor, Retirement: Delivered national-level advice across investment, tax, and estate domains, contributing to product development.
- Wealth Management & Advisory
Education
MBA - Business
W. P. Carey School of Business, Arizona State University
Scottsdale, AZ01.2012
BS - Finance
Charter Oak State College
New Britain, CT01.2002
Skills
- Strategic leadership and vision
- Team building and performance
- Financial wellness coaching
- Process improvement and Lean Six Sigma
- High-net-worth advisory
- Relationship management
- Program design and scalability
- Standardization techniques
- Cross-functional collaboration
- Public speaking and webinars
- Thought leadership
Education Credentials
- MBA, W. P. Carey School of Business, Arizona State University, 2012
- BS, Business, Charter Oak State College, 2002
- CERTIFIED FINANCIAL PLANNER (CFP)
- Lean Six Sigma Green Belt (Process Improvement)
Additional Leadership Entrepreneurship
- Co-founded Krinos Consulting, advising fintechs on digital planning solutions and change management.
- Built and led cross-functional teams emphasizing innovation, client-first service, and scalable growth.
- Experienced speaker and educator; developed webinars and content on tax, retirement, and financial literacy.
- Represented firms at industry forums and strategic partner presentations.
Timeline
Senior Financial Planner
Uprise
10.2023 - Current
Senior Lead Planner
Facet Wealth Management
07.2020 - 07.2023
Private Wealth Manager
Creative Planning, Inc.
03.2013 - 09.2019
Various Roles
USAA
11.2007 - 03.2013
MBA - Business
W. P. Carey School of Business, Arizona State University
BS - Finance
Charter Oak State College