Patrick joins Heritage Wealth Management Group after a 13 year career in financial services in the Philadelphia Market, most recently as Vice President of Wealth Planning for Fidelity Investments. As the VP of a major market, Patrick served the high net worth segment of Fidelity’s Philadelphia market, working primarily with the complex financial planning cases, private wealth clients, businesses and trusts. Patrick grew and managed a substantial book of business during his tenure. Prior to his time at Fidelity, Patrick worked as a senior advisor for both Vanguard and Capital One Investments.
As a Certified Financial Planner (CFP®) and fiduciary, Patrick works with individuals, families, and businesses to create unique financial plans with a holistic approach, valuing the specific needs and goals of his clients by tailoring and implementing strategies that align with their lifestyle. He is passionate about helping his clients make smart financial decisions to create and maintain financial security for themselves and their families.
A Business Administration and Finance graduate of St. Joseph’s, Patrick is a Philadelphia native, and lives in the suburbs of Philadelphia with his wife Sabrina, his son Patrick Jr., and their black lab Ellie. In his spare time, Patrick enjoys spending time with his family, is an avid weightlifter and martial artist.
