Grace Patterson Joins Rhame & Gorrell Wealth Management

We’re excited to officially welcome Grace Patterson as the newest member of the Rhame & Gorrell Wealth Management team. Grace joins us as a Wealth Management Associate and becomes the 21st member of our growing firm.

A native of The Woodlands, Grace earned her Bachelor of Business Administration in Economics from the University of Oklahoma. Her deep roots in the community and background in the hospitality industry have given her a strong foundation in service, relationship building, and attention to detail. All of which translate seamlessly to the world of wealth management.

Grace is currently pursuing her Series 65 license as part of her long-term goal of becoming a CERTIFIED FINANCIAL PLANNER®. In her role at RGWM, she supports our advisory team while continuing to develop her expertise in financial planning, investment strategy, and client service.

Outside of work, Grace enjoys traveling, spending time with family and friends, baking homemade bread, and playing pickleball. Her curiosity, professionalism, and warm demeanor make her a fantastic addition to our collaborative, client-focused culture.

Please join us in giving Grace a warm welcome to the team. We are proud to have her on board and look forward to all she will accomplish in the years ahead.

Need Some Help?

If you’d like some help from one of our CPAs or CERTIFIED FINANCIAL PLANNER (CFP®) advisors regarding this strategy and how it applies to you, the Rhame & Gorrell Wealth Management team is here to help.

Our experienced Wealth Managers facilitate our entire suite of services including financial planning, investment management, tax optimization, estate planning, and more to our valued clients.

Feel free to contact us at (832) 789-1100[email protected], or click the button below to schedule your complimentary consultation today.

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    At RGWM, we believe that confidence is not something we are given; it is something we earn. Our CFP® professionals and investment management advisors in The Woodlands work hard daily to gain your confidence and help you achieve your family’s goals both now and in the future.

IMPORTANT DISCLOSURES:

Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.

Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction.  The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns.

For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.

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