Kevin Fitzpatrick

Retired.

Role
Senior Vice President Investments at Stifel Financial Corp.
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kevin Fitzpatrick

I have been in the wealth management and investment planning industry since 1989. I take great pride in helping clients pursue their wealth objectives and retirement plans. Beginning with Stifel in October 1994, I have held the position of Senior Vice President/Investments since 1996 to present. Interests: Family, Investment Clubs, Golf, Arts, and Cultural Activities. Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

Experience

  1. Senior Vice President Investments

    Stifel Financial Corp.

    Nov 1994 — Present · Geneva, IL

    With more than 90 years of combined wealth management experience, the Fitzpatrick Wealth Management Group of Stifel is committed to two fundamental truths about building wealth and security for its clients and people just like you. We believe that personal relationships and strategic performance go hand in hand.Relationships Matter.Our philosophy at Fitzpatrick Wealth Management Group is that true wealth management is a holistic process that extends beyond the financial markets. To help you pursue your wealth objectives, we offer a comprehensive list of options including investment and estate planning strategies; retirement and business succession options; planning for higher education; asset protection strategies; and insurance options. With Fitzpatrick Wealth Management Group, you can expect the personalized, highly responsive service you deserve in a casual and relaxed atmosphere.Performance Matters.While helpful, friendly, and responsive service is a must, you also need to be confident that your wealth is appropriately protected and positioned to grow so that you can pursue your personal and financial goals - whatever they may be.Here again, our approach and philosophy is refreshing. Your specific wealth management plan will be individually tailored utilizing the results of your personal goal analysis, our in-house expertise, and Stifel\'s nationally recognized research team.

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Kevin Fitzpatrick — Senior Vice President Investments at Stifel Financial Corp. in Chicago, IL, US | Unifers