A member of Wells Fargo Advisors since 1999, Patrick has the financial services experience to create and update investment plans for individual clients and handle trading needs accurately and efficiently. At the Carter Wealth Management Group of Wells Fargo Advisors, he plays an essential role in customizing each person's investment plan and reviewing the client's portfolio by phone to review progress. Working jointly with the Group's lead Financial Advisor, Ken Carter, Patrick enjoys working on complex financial situations and finding effective strategies for each client. Patrick is also a Retirement Income Certified Professional, where he helps clients identify and mitigate retirement risks, minimize tax burden, create sustainable retirement income, and help plan and achieve legacy goals.
Patrick is a graduate of Dominican College, Blauvelt, New York, with a degree in business management and a concentration in finance. As a college intern with Wells Fargo Advisors in 1999, Patrick was offered a position with the company before graduation. Earning his Series 7 Securities registration, and learning the operational and investment planning side of the business just out of college, Patrick became a Financial Advisor. He joined the Carter Wealth Management Group in 2011.
Raised in Rockland County, Patrick, his wife Sylvia, and daughter, Kayla, currently reside in Warwick, NY. His interests include bodybuilding, motorcycle riding, white-water rafting, boating, traveling abroad, and watching football, especially his favorite team—the New York Jets.