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Patrick Davis

Advisor Image
Patrick Davis
Financial Advisor
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Higher Education Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
About Patrick Davis
About Patrick Davis

Life can be unpredictable—corporate mergers, layoffs, new additions to the family, or the loss of a loved one can quickly change our plans. These moments often require life-changing decisions with little guidance. With more than 30 years of experience in the financial and healthcare industries, I understand what it means to navigate life’s storms, both personally and professionally. Those lessons have strengthened my passion for helping others move through life’s seasons with confidence and purpose.


As a financial advisor since 2018, I want to understand what matters most to you. Whether you’re investing, planning for retirement, saving for education, maintaining a business, or thinking through estate considerations, we can work together to help you make informed decisions. My experience, knowledge, and dedication to clients allow me to create personalized strategies designed to help you pursue your financial goals and stay on track through each stage of life.


On a personal note, my wife and I have been married for more than 30 years and raised three adult sons. I serve my community as a board member with Momentum Academy and support several nonprofit organizations. I have also coached and mentored young men through select travel baseball and high school sports.


I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.


I desire to help you plan for the expected while preparing for the unexpected. Let’s begin the journey of navigating life’s seasons and storms together—contact me today.

My qualifications
  • Bachelors of Business Administration/Management, UNIVERSITY OF MISSOURI – ST
  • Series 7 - General Securities Representative
My state licenses
  • Florida
  • Illinois
  • Indiana
  • Michigan
  • Mississippi
  • Missouri
  • Oregon
  • South Carolina
  • Texas
  • Wisconsin

Insights

Financial planning for millennials: A comprehensive guide
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️ Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
September 2026 Market Update: Healthy growth sends stocks to new highs
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
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Your hospitality skills can take you beyond hospitality. 👀​ Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.​ Discover more: thriventcareers.com/45YmZmH​ #CareerChange #FinancialServices #FinancialAdvisor
Office location
St. Louis Location
1515 Des Peres Road, Suite 100
St. Louis, MO 63131
Phone314-214-7747Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations