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In Their Own Words

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We hope you all enjoyed your Spring Break and are returning to classes well rested and ready to take on the rest of the semester.  Today, we hope to encourage you with another alumni success story from Pat Combs.  Thanks so much for your help today, Pat!

1.    What led you to consider pursuing your current field of work?

When I came to Baylor after my freshman year at Rice, I was not sure which specific direction in business that I wanted to pursue.  I also played baseball and my dream was to play professionally.  When I arrived at Baylor, I remember sitting down with a counselor in the business school and asking questions about which degree program I should pursue.  The counselor and I came to the same conclusion that based upon my interests, I should choose finance.  My thinking was that if I made it as a pro baseball player, I better be able to handle the money, and if I didn’t I could use the financial knowledge to go into the financial planning and investment field to help other ballplayers.
2.    What is your educational background?

Bachelor degree in business management.  Professional licenses in the financial advisory business…Series 7, 65, 63, 31 and insurance license
3.    What do you feel has best prepared your for your work?

Life experiences, hard work ethic I learned in athletics, mentors during my career, prayer, college education, business experiences, working with a team, and Jesus changing my heart towards people when he rescued me in 1989.
4.    Please take us through a typical day.

I am part of a 9 member financial advisory team at Morgan Stanley, named the Live Oak Group.  I am an equity partner, along with two other men from Houston.  I run the North Texas Branch of our operation.  My main role on the team is the business development officer, or Chief Relationship Officer.  My typical day includes anywhere from 1-3 in person meetings with prospective clients, as well as clients of our team.  I will also make calls and answer emails, mostly to set up meetings, meet client needs, and planning.  A successful day for me is when I am out of the office most, if not all of the day in meetings.  As the CRO, my goal is to develop new relationships, work with clients on plans and investments, and bring in new assets from prospective clients.  I am also responsible for training and mentoring our junior advisors.  I also speak at various events about 2-3 times per month, and I plan and execute projects and seminars for the team.
5.    What is your advice to students interested in pursuing this world of work?

The financial services business is a very competitive industry.  One has to possess a unique skill set that includes technical, as well as relational talents and skills.  Most needed is a passion to help others in financial planning, investments, and the psychology of navigating through various markets.  This business is full of ups, downs, joy, frustration, celebration, sadness, and hopefully in the end a smile from God, as a “faithful servant” to His people.  We also feel that because of the complexities involved in this business that it is best done with a team.  My advice is to students is to really investigate this industry and if led to pursue, gain an internship to see where the best fit would be for their particular skill sets.  This business has everything to do with people, service, and also includes the technical aspects of planning and investments.  But, you don’t have to be an expert and “wear multiple hats.”  You can figure out which part and the best role that fits you and find a great team that shares your worldview and partner with them.

69 thoughts on “In Their Own Words”

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