Patrick Swift Email & Phone Number

Partner and President of Wealth Planning @ Amplius Wealth Advisors

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Patrick Swift Location

Philadelphia, PA, US

Patrick Swift Work

2021 - now Partner and President of Wealth Planning @ Amplius Wealth Advisors
2016 - 2021 Senior Financial Advisor @ Merrill Lynch
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2015 - 2016 Financial Professional @ AXA Advisors, LLC
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2014 - 2014 Private Markets Group - Analyst @ DuPont Capital Management
2013 - 2013 Financial Analyst @ STURSBERG & FINE INC

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Patrick Swift Education

Drexel University
Randolph High School

Patrick Swift Summary

Patrick Swift, based in Philadelphia, PA, US, is currently a Partner and President of Wealth Planning at Amplius Wealth Advisors. Patrick Swift brings experience from previous roles at Merrill Lynch Wealth Management, AXA Advisors, LLC, DuPont Capital Management and STURSBERG & FINE INC. Patrick Swift holds a Drexel University. Patrick Swift has 2 emails and 2 mobile phone numbers on RocketReach.

Patrick Swift Emails

Found 2 emails

Patrick Swift Phone Numbers

Found 4 phone numbers

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Top Amplius Wealth Advisors Employees

Matthew Liebman

Founding Partner and Chief Executive Officer at Amplius Wealth Advisors

Philadelphia, PA, US
2
- ampliuswealth.com
- gmail.com
2
- +1 917-703-XXXX
- +1 203-609-XXXX
Patrick Swift

Partner and President of Wealth Planning at Amplius Wealth Advisors

Philadelphia, PA, US
2
- gmail.com
- ampliuswealth.com
4
- +1 973-361-XXXX
- +1 201-919-XXXX
- +1 401-273-XXXX
- +1 781-910-XXXX
Michelle Czarnecki

Director of Client Operations at Amplius Wealth Advisors

Philadelphia, PA, US
1
- ampliuswealth.com
1
- +1 215-310-XXXX
Maria Kelly

Senior Wealth Advisor at Amplius Wealth Advisors

Bridgeport, PA, US
1
- ampliuswealth.com
3
- +1 610-239-XXXX
- +1 484-213-XXXX
- +1 610-279-XXXX
Philip Matalucci

Senior Wealth Advisor at Amplius Wealth Advisors

Blue Bell, PA, US
1
- ampliuswealth.com
1
- +1 856-297-XXXX
Allyson Mangine

Senior Wealth Advisor at Amplius Wealth Advisors

Philadelphia, PA, US
1
- ampliuswealth.com
2
- +1 484-881-XXXX
- +1 610-459-XXXX

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