Pat Vivier

Pat is a financial planner with over 29 years of experience in the insurance, estate planning and financial services business. Since 2000, he has been a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company and a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing agents. Pat is also an Investment Adviser Representative with Eagle Strategies, LLC, a Registered Investment Adviser. His relationship with Eagle Strategies allows him to provide financial planning services and fee-based investment advice to his clients.

A trusted member and frequent speaker for the Jackson financial services and nonprofit community, Pat has served in both professional and volunteer capacities:

  • 2011 - 2012 President, Estate Planning Council, Mississippi Chapter
  • Past President, Society of Financial Service Professionals
  • Past President Board of Directors, Make a Wish Foundation®, Mississippi
  • 2008 - 2011 Chair, Golf Committee, Young Business Leaders of Jackson, Mississippi
  • 1998 Jefferson Award for Volunteerism
  • Charitable groups and related volunteer causes


Pat has earned the prestigious AEP® designation, in recognition of his advanced training and experience in the field of estate planning. He has also attained numerous industry awards including: Lifetime Member of the Million Dollar Round Table*, and Lifetime Council Member of New York Life Insurance Company. Pat holds a Masters of Science in Financial Services degree, as well as Chartered Financial Consultant, and Chartered Life Underwriter designations from the American College, Bryn Mawr, Pennsylvania.

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

 

Pam McCollough, Director of Operations

With over 30 years in the insurance industry, Pam brings a wealth of experience to Pat Vivier Financial Group, LLC. Pam provides knowledgeable client service, and oversees all office management for the firm.

  Catherine Vivier, Administrator

Catherine represents the second generation of a business that has evolved from family roots. She joined the firm in 2008, and provides compliance, and database support. Catherine holds a BA in Marketing from Mississippi State University, where she graduated with honors.

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The Nautilus Group®, a service of New York Life Insurance Company, as well as its employees, Member Agents and affiliates do not provide tax, legal or accounting advice.