Revolution Partners, LLC

Robert Lloyd is a financial advisor at Rpata, LLC in Memphis, TN, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Revolution Partners, LLC since 2013. Rpata provides investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a goals-based approach focused on diversification, incorporating independent money managers and data aggregation technology, and offers ERISA 3(38) fiduciary services and a wrap fee program.

Paul Fowler is a financial advisor with RPATA, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Revolution Partners, LLC since 2013. RPATA provides investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans, managing approximately $67.6 million for a small client base supported by a three-advisor team. The firm employs a goals-based investment process with a focus on diversification and incorporates data-aggregation technology to include assets held away in portfolio recommendations.

Hayden Wilson is a financial advisor at Revolution Partners, LLC with a Series 65 credential and experience beginning in 2024. Prior to joining Revolution Partners, he worked at Ramsey Solutions and held positions in other industries including retail and coffee. Revolution Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a goals-based, diversification-focused investment approach and integrates held-away assets through data aggregation to provide a consolidated portfolio view.

Lauren Douglas Carpenter is a financial advisor at RPATA, LLC with 10 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Revolution Partners, LLC since 2018 and previously at Cannon Financial Institute from 2014 to 2018. RPATA provides investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a goals-based process focused on diversification and uses data-aggregation technology to incorporate held-away assets into portfolio recommendations.