Patrick Burns

About Patrick Burns

Visit our team website at https://fa.wellsfargoadvisors.com/Lawrence-Lawrence-Burns/ to learn more about us. My team and I provide customized wealth management services to high net worth individuals, helping to build, manage, protect, and transition their wealth. Our process starts with a conversation - truly listening to our clients, working together to help them identify and prioritize their financial and life goals. We focus on delivering transparent, efficient, and effective investment advice through a plan-first approach. We then help implement those plans, meeting regularly to help maintain focus as life changes and the market moves. We specialize in holistic investment planning and portfolio management for clients who are preparing for, or just entering retirement, as well as clients who are looking for thoughtful strategies to fully address their unique priorities. We can also connect you to additional resources and solutions available through our affiliates including insurance products, trust and estate services*, lending services, and much more. To learn more, please contact me by e-mail at p••••••••@wellsfargo.com, by phone at 42••••••28, or visit our website at https://fa.wellsfargoadvisors.com/Lawrence-Lawrence-Burns/ This information is intended for use by residents of AZ, CA, CO, CT, FL, HI, IA, ID, IN, MD, MN, MO, MT, NM, NV, NY, OR, TX, and WA Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Senior Financial Advisor

   Wells Fargo Advisors

   Feb 2018 — Present

   Visit our team website at https://fa.wellsfargoadvisors.com/Lawrence-Lawrence-Burns/ to learn more about us. My team and I provide customized wealth management services to high net worth individuals, helping to build, manage, protect, and transition their wealth. Our process starts with a conversation - truly listening to our clients, working together to help them identify and prioritize their financial and life goals. We focus on delivering transparent, efficient, and effective investment advice through a plan-first approach. We then help implement those plans, meeting regularly to help maintain focus as life changes and the market moves. We specialize in holistic investment planning and portfolio management for clients who are preparing for, or just entering retirement, as well as clients who are looking for thoughtful strategies to fully address their unique priorities. We can also connect you to additional resources and solutions available through our affiliates including insurance products, trust and estate services*, lending services, and much more. To learn more, please contact me by e-mail at p••••••••@wellsfargo.com, by phone at 42••••••28, or visit our website at https://fa.wellsfargoadvisors.com/Lawrence-Lawrence-Burns/ This information is intended for use by residents of AZ, CA, CO, CT, FL, HI, IA, ID, IN, MD, MN, MO, MT, NM, NV, NY, OR, TX, and WA only.

Education

• Arizona State University

  Bachelor's of Science, Communication Studies

  2002 — 2006