Patrick M.
Financial Advisor at Equitable Advisors
- Role
- Financial Advisor at Equitable Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Jul 2023 — Present · Pittsburgh, PA
I am a financial advisor with the Equitable Advisors, LLC Pittsburgh Branch. I am passionate about educating individuals and families so that they can achieve their goals. I am committed to building strong relationships with my clients so that I can remain a resource throughout their ever-changing lives. These are some of the areas I focus on:• 401(K) Rollovers Strategies• IRA Rollovers Strategies• Asset Allocation Strategies• Preservation Strategies• Retirement Income Distribution Strategies• Tax-Efficient Investing and Distribution Strategies• Guaranteed Income Strategies• Insurance• Long-Term Care
Education
Duquesne University
Bachelor of Business Administration - BBA, Finance
2019
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