Patrick Durham Email & Phone Number
Financial Advisor @ Comerica Bank
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Patrick Durham Location
- Boca Raton, FL, US
Patrick Durham Work
- 2025 -now Financial Advisor @
- 2020 -2025 Private Client Advisor and Vice President of Investments @ J.P. Morgan Wealth Management
- 2018 -2020 Senior Financial Associate @
- 2015 -2018 Vice President - Investments at Wells Fargo Advisors @ Wells Fargo Advisors
- 2008 -2015 Vice President Financial Advisor @
- 2000 -2008 Financial Advisor @
Patrick Durham Education
- Florida Atlantic University - College of Business
Bachelors Degree
Patrick Durham Skills
- Retirement Planning
- Investments
- Securities
- Asset Allocation
- Equities
- Mutual Funds
- Finance
- Insurance
- Fixed Income
- Financial Advisory
- Series 7
- Marketing
- Wealth Management
- Series 63
- Project Management
- Financial Modeling
- Strategic Planning
Patrick Durham Summary
- Patrick Durham, based in Boca Raton, FL, US, is currently a Financial Advisor at Comerica Bank. Patrick Durham brings experience from previous roles at J.P. Morgan Wealth Management, RBC Wealth Management, Wells Fargo Advisors and Morgan Stanley. Patrick Durham holds a Bachelors Degree @ Florida Atlantic University - College of Business. With a robust skill set that includes Retirement Planning, Investments, Securities, Asset Allocation, Equities and more. Patrick Durham has 2 mobile phone numbers on RocketReach.
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