Managing Partner, Wealth Manager
Patrick joined Eukles Wealth Management in 2011 as a Wealth Manager. Patrick worked for one year in the Capital Planning department at Macy’s, Inc. and two years with Morgan Keegan as a Wealth Manager prior to his transition to LPL Financial. Patrick graduated from Brown University with a Bachelor of Arts in Economics.
Patrick has obtained the Accredited Investment Fiduciary designation and is a Chartered Retirement Plans SpecialistSM. Additionally, Patrick currently holds the General Securities Representative (Series 7) and General Securities Principal (Series 24) registrations with LPL Financial. He also holds a Uniform Combined State Law (Series 66) registration with LPL Financial and Eukles Asset Management.