Scott Patton – Business Development Officer

Business Development Officer

Scott Patton

Scott Patton Photo

Call (949) 779-8413

spatton@cloanc.com

About Scott Patton

After earning his law degree, Scott began his career working with a prominent estate planning attorney before transitioning into the wealth management industry, where he served as a Trust Officer with several leading financial institutions.

Throughout his career in trust and wealth management, Scott has advised clients on a broad range of trust administration, investment, and estate planning matters. As a Trust Officer, he was responsible for overseeing complex trust relationships and investment portfolios, working closely with clients and their families as well as estate planning attorneys, CPAs, portfolio managers, real estate professionals, and other trusted advisors.

Scott holds the Certified Trust and Fiduciary Advisor (CTFA) designation and brings extensive experience building relationships throughout the estate planning and wealth management community.

In his role at Commercial Loan Corporation, Scott draws upon that experience and his longstanding professional relationships to connect with attorneys, fiduciaries, CPAs, financial advisors, and other centers of influence. His focus is on developing meaningful relationships, serving as a resource to the professional community, and helping connect clients and their advisors with lending solutions designed for the unique needs of trusts and estates.

If you or a client may be able to benefit from a trust loan and would like to receive a free benefit analysis, you can reach him at (949) 779-8413.

If you, a client or family member may be able to benefit from a Trust Loan or Probate Loan, you may reach Scott at (949) 779-8413,  via email at spatton@cloanc.com or complete the following form.

Get a Free Loan Benefit Analysis

Trust Loans and Loans to Irrevocable Trusts

  • Easy Application Process

  • No Pre-Payment Penalties

  • Lending Directly to an Irrevocable Trust

  • No Credit Score or Income Requirements

  • Low Interest Only Payment Requirements

  • Close in as little as 7 Business Days

  • Proposition 19 Compliant