Patrick Devaney Email & Phone Number
Wealth Manager @ LPL Financial
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Patrick Devaney Location
- Yorktown Heights, NY, US
Patrick Devaney Work
- Wealth Manager @ (November 2020 - Present)
- Financial Advisor @ Ameriprise Financial Services, Inc. (February 2009 - November 2020)
- Financial Advisor @ (August 1998 - February 2009)
Patrick Devaney Education
- Archbishop Stepinac H.S.
Yes (Education)
1996-2000
Patrick Devaney Skills
- 529 Plans
- Analytical
- Attention To Detail
- Business Planning
- Client Management
- Community Relations
- Customer Experience
- Decision-Making
- Ethical Character
- Family Wealth Management
- Financial Planning
- Investments
- Leadership
- Life Insurance
- Private Wealth Management
- Relationship Building
- Risk Management
- Social Media
- Strategic Planning
- Wealth Management Services
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Fixed Annuities
- Retirement Planning
- Mortgage Lending
- Finance
- 401k
- Investment Advisory
- Asset Allocation
- Asset Managment
- Wealth Management
- Mutual Funds
- Decision Making
- Strategic Financial
- Retirement
- Services
- Series 65
- Series 7
Patrick Devaney Summary
- Patrick Devaney, based in Yorktown Heights, NY, US, is currently a Wealth Manager at LPL Financial. Patrick Devaney brings experience from previous roles at Ameriprise Financial Services, Inc. and Citi Smith Barney. Patrick Devaney holds a 1996 - 2000 Yes in Education @ Archbishop Stepinac H.S.. With a robust skill set that includes 529 Plans, Analytical, Attention To Detail, Business Planning, Client Management and more. Patrick Devaney has 1 emails and 1 mobile phone numbers on RocketReach.
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