Patrick Hargrove,

Patrick Hargrove is skilled at managing the many complexities that wealth brings, including estate planning, financial planning, and risk management. He is honored to work with many multigenerational families and helps alleviate clients’ concerns around income streams and leaving a legacy for the next generation.

A Tuscaloosa native, Patrick began his career in 2011 with Morgan Keegan and remained with Raymond James in 2013 when the two firms merged. He helped form Warrior Investment Group in 2014. In 2019, Patrick completed his Certified Financial Planner^® certification. The CFP^® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Patrick was named by Forbes as a Best-in-State Top Next-Gen Wealth Advisor in 2023 and recognized as a Forbes Best-In-State Wealth Advisor in 2024.

Patrick graduated from Huntingdon College with an accounting degree, where he also played baseball. He and his wife, Kirsten, are the parents of one daughter, Piper Lee, and one son, John Patrick (JP). Active in the community, Patrick is a former treasurer of the Tuscaloosa Kiwanis Club, a member of the Alexis de Tocqueville Society of the United Way of West Alabama, and a member of the Tuscaloosa Estate Planning Council. He and his family are members of First Baptist Church of Tuscaloosa.

The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2023) included: 42,108 nominations for all rankings, based on thresholds, 22,874 invited to complete online survey, 17,996 telephone interviews, 3,859 in-person interviews at advisors’ location, 1,487 virtual interviews and 3,738 individuals considered and 1,464 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/22 to 3/31/23 and was released on 8/8/23. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=4bb1a1c15fc3Ð
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.