Ashwin Patel
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Ashwin Patel Email & Phone Number

LPL Financial Advisor at Gateway Financial Partners at Gateway Financial Partners
Location: Atlanta Metropolitan Area, United States, United States 5 work roles 2 schools
1 work email found @gatewayfinancialpartners.com 2 phones found area 678 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email a****@gatewayfinancialpartners.com
Direct phone (678) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Gateway Financial Partners
Role
LPL Financial Advisor at Gateway Financial Partners
Location
Atlanta Metropolitan Area, United States, United States
Company size
46 employees

Who is Ashwin Patel? Overview

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Quick answer

Ashwin Patel is listed as LPL Financial Advisor at Gateway Financial Partners at Gateway Financial Partners, a company with 46 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at gatewayfinancialpartners.com, phone signal with area code 678, and a matched LinkedIn profile for Ashwin Patel.

Ashwin Patel previously worked as LPL Financial Advisor at Gateway Financial Partners and Financial Advisor at Edward Jones. Ashwin Patel holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from Georgia Southern University - College Of Business Administration.

Company email context

Email format at Gateway Financial Partners

This section adds company-level context without repeating Ashwin Patel's masked contact details.

{first_initial}{last}@gatewayfinancialpartners.com
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AeroLeads found 1 current-domain work email signal for Ashwin Patel. Compare company email patterns before reaching out.

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Profile bio

About Ashwin Patel

As a financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.I focus on Tax Advantaged Income Strategies, Business Services, Education Funding & 529 Plans, Estate and Legacy Strategies, Insurance, IRAs & IRA Options, Retirement Strategies, Advisory Services, Annuities, Bonds, Mutual Funds, and Stocks.

Listed skills include 529 Plans And Coverdell Education Savings Accounts, Rice, Municipal, Insurance, and 19 others.

Current workplace

Ashwin Patel's current company

Company context helps verify the profile and gives searchers a useful next step.

Gateway Financial Partners
Gateway Financial Partners
LPL Financial Advisor at Gateway Financial Partners
glastonbury, connecticut, united states
Website
gatewayfinancialpartners.com
Employees
46
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Company profile
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5 roles

Ashwin Patel work experience

A career timeline built from the work history available for this profile.

Lpl Financial Advisor

Current
Gateway Financial Partners

Atlanta, Georgia, United States

  • Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.
  • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • The financial professionals associated with Gateway Financial Partners may discuss and/or transact business only with… Show more Securities and advisory services offered through LPL Financial, a registered investment.
  • The financial professionals associated with Gateway Financial Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or.
Jan 2021 - Present

Financial Advisor

Edward Jones

Greater Atlanta Area

Helping people reach their long-term financial goals.

Mar 2015 - Jan 2021

Ceo

Hero Water, Llc

Atlanta, GA

All Natural Energy water infused with Caffeine and Electrolytes.www.heroech2o.com

Apr 2009 - Sep 2014

Branch Manager

Hfc/Beneficial
Aug 2001 - Apr 2009

Recruiter

Aerotek
Aug 1999 - Aug 2001
Team & coworkers

Colleagues at Gateway Financial Partners

Other employees you can reach at gatewayfinancialpartners.com. View company contacts for 46 employees →

KB Kenneth Brown Kenneth Brown Colleague at Gateway Financial PartnersJacksonville, Florida, United States, United States View → TK Todd Kuen Todd Kuen Colleague at Gateway Financial PartnersAppleton, Wisconsin, United States, United States View → DP David Pentek David Pentek Colleague at Gateway Financial PartnersAppleton-Oshkosh-Neenah Area, United States View → LK Lindsay Kaminski, Cfp®, Cpfa™ Lindsay Kaminski, Cfp®, Cpfa™ Colleague at Gateway Financial PartnersAppleton, Wisconsin, United States, United States View → DR Dave Rogers, Mba Dave Rogers, Mba Colleague at Gateway Financial PartnersNaugatuck, Connecticut, United States, United States View → CM Chuck Minahan, Cdfa™, Crpc® Chuck Minahan, Cdfa™, Crpc® Colleague at Gateway Financial PartnersHartford, Connecticut, United States, United States View → PK Peter Kemos Peter Kemos Colleague at Gateway Financial PartnersOakland, Maine, United States, United States View → WG Wiktoria Gorzelewska Wiktoria Gorzelewska Colleague at Gateway Financial PartnersManchester, Connecticut, United States, United States View → JM Jacob Milam Jacob Milam Colleague at Gateway Financial PartnersHouston, Texas, United States, United States View → DO David O'Brien David O'Brien Colleague at Gateway Financial PartnersGlastonbury, Connecticut, United States, United States View →
2 education records

Ashwin Patel education

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Georgia Southern University - College Of Business Administration

General, General

Wayne County High School
FAQ

Frequently asked questions about Ashwin Patel

Quick answers generated from the profile data available on this page.

What company does Ashwin Patel work for?

Ashwin Patel works for Gateway Financial Partners.

What is Ashwin Patel's role at Gateway Financial Partners?

Ashwin Patel is listed as LPL Financial Advisor at Gateway Financial Partners at Gateway Financial Partners.

What is Ashwin Patel's email address?

AeroLeads has found 1 work email signal at @gatewayfinancialpartners.com for Ashwin Patel at Gateway Financial Partners.

What is Ashwin Patel's phone number?

AeroLeads has found 2 phone signal(s) with area code 678 for Ashwin Patel at Gateway Financial Partners.

Where is Ashwin Patel based?

Ashwin Patel is based in Atlanta Metropolitan Area, United States, United States while working with Gateway Financial Partners.

What companies has Ashwin Patel worked for?

Ashwin Patel has worked for Gateway Financial Partners, Edward Jones, Hero Water, Llc, Hfc/Beneficial, and Aerotek.

Who are Ashwin Patel's colleagues at Gateway Financial Partners?

Ashwin Patel's colleagues at Gateway Financial Partners include Kenneth Brown, Todd Kuen, David Pentek, Lindsay Kaminski, Cfp®, Cpfa™, and Dave Rogers, Mba.

How can I contact Ashwin Patel?

You can use AeroLeads to view verified contact signals for Ashwin Patel at Gateway Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Ashwin Patel attend?

Ashwin Patel holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from Georgia Southern University - College Of Business Administration.

What skills is Ashwin Patel known for?

Ashwin Patel is listed with skills including 529 Plans And Coverdell Education Savings Accounts, Rice, Municipal, Insurance, Term Life, Government, Long Term Care And Disability, and 457B.

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