Patrick McGonigle Email & Phone Number
Senior Wealth Advisor, Shareholder @ HB Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Patrick McGonigle Location
- Atlanta, GA, US
Patrick McGonigle Work
- 2025 -now Senior Wealth Advisor, Shareholder @
- 2018 -2025 Principal @
- 2016 -2018 Director @
- 2013 -2014 Financial Planner @
- 2007 -2013 Financial Advisor @
Patrick McGonigle Education
- College for Financial Planning
Master Of Science
2014-2016 - Virginia Polytechnic Institute and State University 2003-2007
Patrick McGonigle Skills
- Financial Advisory
- Conciseness
- Market
- Insurance
- Draft
- IRAs
- Finance
- Uniform Combined State Law
- Strategic Financial Planning
- Real Estate
- Worldox
- Search
- Management
- Financial Statements
- Insurance Planning
- Science
- SPC
- Optima
- Allocations
- PowerPoint
- Monitors
- Investment Policy
- Publications
- Axys
- Accounting
- Workflow
- Paperless
- Retirement Planning
- Graphs
- Networking
- Construct
- Climate
- Portfolio Management
- System
- Sage Act
- Investment Advisory
- Asset Allocation
- Inventory
- Strategies
- Microsoft Office
- Snapshot
- Buying
- Point Of Contact
- Certified Financial Planner
- Robust
- Forums
- Streamline
- Articles
- Talk
- Written
- Estate Planning
- Letters
- Calling
- Pensions
- Fixed Income
- Virginia
- Managerial Finance
- Social Housing
- Business Development
- Resource Management
- New Clients
- Yields
- Interactive Advertising
- Document Management
- Apparel
- Project Planning
- Newsletters
- House
- Suitability
- Pricing
- Responsibility
- Receptions
- Obtain
- Portfolio
- Tax Law
- Tax
- Microsoft Exchange
- Spreadsheets
- Investments
- Mortgage Lending
- Software
- Morningstar
- Wealth Management
- Compliance
- Mutual Funds
- Seamless
- High Net Worth Individuals
- Asset
- Financial Analysis
- Series 7
- Financial Transactions
- IFRS
- Trading
- Cost Benefit
- Conceptual Modeling
- Meetings
- Retirement
- Mergers and Acquisitions
- Virtuoso
- Traders
- Securities
Patrick McGonigle Summary
- Patrick McGonigle, based in Atlanta, GA, US, is currently a Senior Wealth Advisor, Shareholder at HB Wealth. Patrick McGonigle brings experience from previous roles at HB Wealth, CJM Wealth Advisers, Ltd. and SPC Financial, Inc.. Patrick McGonigle holds a 2014 - 2016 Master Of Science @ College for Financial Planning. With a robust skill set that includes Financial Advisory, Conciseness, Market, Insurance, Draft and more. Patrick McGonigle has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Patrick McGonigle?
Find contact details for 700 million professionals.
Others Named Patrick McGonigle
Patrick McGonigle
Senior iOS Engineer and Tech Lead
Austin, TX, US
Patrick McGonigle
Senior Wealth Advisor, Shareholder
Atlanta, GA, US
Patrick McGonigle
Financial Aid Counselor
Gainesville, FL, US
Patrick McGonigle
Area Sales Manager
Hedge End, GB
Peter McGonigle
Deputy General Counsel
Philadelphia, PA, US
Patrick McGonigle
Treasurer and Executive Board Member (Volunteer)
Middletown, DE, US
Patrick McGonigle
Chief Executive Officer
Dallas, TX, US
Patrick McGonigle
Real Estate Manager
New York, United States
Patrick McGonigle
Property Manager
Belfast, GB
Patrick McGonigle
Project Superintendent
Maple Shade Township, NJ, US
Top HB Wealth Employees
Randy Schultz
VP of Operations, Shareholder
Smyrna, GA, US
Joanna Irwin
Chief Marketing Officer, Shareholder
Atlanta, GA, US
Kyle Glenn
Chief Operating Officer
Atlanta, GA, US
Andy Berg
Chairman of the Board
Atlanta, GA, US
Ross Bramwell
Managing Director
Atlanta, GA, US
Jamie Hennessy
Chief Financial Officer, Shareholder
Atlanta, GA, US
Bryan Lopez
VP, Finance
Columbia, MD, US
Drew Lagrande
Managing Director and Family Wealth Strategist
Florida, United States
Josh Rowe
Managing Director
Baltimore, MD, US
Michael Landsberg
Partner
Atlanta, GA, US
Andy Berg
CEO
Atlanta, GA, US
Travis McKinney
Chief Compliance Officer
Atlanta, GA, US
Abbey Flaum
Partner, Family Wealth Strategist
Atlanta, GA, US
Sean Maguire
Managing Director
Tampa, FL, US
Laura Carr
Chief People Officer
Towson, MD, US
Tony King
Managing Director, Shareholder
Baltimore, MD, US
Thomas Carroll
CEO and President
Atlanta, GA, US
Joel Houck
Chief Investment Officer
Washington, DC, US
Todd Wickwire
Managing Director
Washington, DC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co