Pat Robertson, CEO – Founder of The Mint Private Client Group PLLC, was born in Savannah, Georgia. He and his wife Fran moved to Houston in August of 1987 and have been residents of the Woodlands since 1988. Robertson has an extensive financial services background rooted in his family history. His father and mother both worked for a community bank in Savannah Georgia and his three older brothers also work in financial services, this led Robertson to earn a Bachelor’s of Business Administration Degree from Georgia Southern College in June of 1982. Robertson has over thirty-five years-experience as an insurance and wealth management consultant.
Robertson spent fourteen years working in sales with New England Financial where he received numerous sales management awards. Due to his achievements, he was recruited to open three investment brokerage offices for Compass Bank, Woodforest National Bank, and Sterling Bank. Robertson successfully opened, designed, and implemented marketing plans for each branch.
Having been successful in all three start-ups, Robertson was once again recruited in 2010 as a potential successor for Dixon & Company LLC. Charles Dixon has built a successful business serving over one-thousand households and generating average annual revenues exceeding $2,000,000 in the last five calendar years. In addition, Dixon & Company LLC currently serves over five-hundred tax clients and eight-hundred investment clients with over $140,000,000 in assets under management.
As CEO-Founder of The Mint Private Client Group PLLC, Pat Robertson offers a variety of financial products and services to assist you with your financial needs. These services include but are not limited to portfolio analysis, estate planning, annuities, life insurance, retirement plans, payroll services and employee benefits. Robertson believes in quality, integrity, service, and long-term relationships.