Pat Ehret Email and Phone Number
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I joined Janney Montgomery Scott LLC in 2009 and serve as First Vice President/Investments, Financial Advisor in the Philadelphia, PA, office. I am committed to providing my clients with the highest quality of service and financial advice. I was attracted to Janney because of the company’s small and interpersonal working environment, which allows me the opportunity to independently manage my clients’ accounts. Prior to joining Janney, I worked at organizations such as EF Hutton, Smith Barney, and PaineWebber (UBS). I have developed a client service philosophy that focuses on cultivating highly personal and attentive relationships while delivering customized, objective services. I believe the key to financial success lies in comprehensive financial planning, utilizing a consultative approach, and staying current with the trends in the financial industry through news and financial services’ organizations. I work to help my clients accumulate, grow, maintain and transfer their wealth. I also believe it is crucial to periodically review my clients’ portfolios to track their progress and reevaluate strategies, if necessary, in relation to changes in market conditions and/or client objectives and risk tolerance.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Janney Montgomery Scott
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Senior Vice President InvestmentsJanney Montgomery Scott Mar 2009 - PresentGreater Philadelphia AreaPatrick joined Janney Montgomery Scott LLC in 2009, and serves as First Vice President/Investments in the Philadelphia, Pa., office. He is committed to providing his clients with the highest quality of service and financial advice. Patrick has developed a client service philosophy that focuses on cultivating highly personal and attentive relationships while delivering customized, objective services. He believes the key to financial success lies in comprehensive financial planning, utilizing a consultative approach, and staying current with the trends in the financial industry through news and financial services’ organizations. He works to help his clients accumulate, grow, maintain and transfer their wealth. He also believes it is crucial to periodically review his clients’ portfolios to track their progress and reevaluate strategies, if necessary, in relation to changes in market conditions and/or client objectives and risk tolerance. -
Financial AdvisorBreathing Room Foundation 2009 - 2014
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InvestmentsWachovia Securities Financial Network Mar 2006 - 2009Greater Philadelphia Area -
InvestmentsUbs Wealth Management May 1993 - Mar 2006Greater Philadelphia Area -
AuditEf Hutton 1981 - 1987
Pat Ehret Skills
Pat Ehret Education Details
Frequently Asked Questions about Pat Ehret
What company does Pat Ehret work for?
Pat Ehret works for Janney Montgomery Scott
What is Pat Ehret's role at the current company?
Pat Ehret's current role is Senior Vice President of Investments.
What is Pat Ehret's email address?
Pat Ehret's email address is pe****@****ail.com
What is Pat Ehret's direct phone number?
Pat Ehret's direct phone number is +121566*****
What schools did Pat Ehret attend?
Pat Ehret attended Duke University, The Lawrenceville School.
What are some of Pat Ehret's interests?
Pat Ehret has interest in Swimming, Tennis, Coaching Local Basketball, Reading.
What skills is Pat Ehret known for?
Pat Ehret has skills like Financial Advisory, Fixed Annuities, Mutual Funds, Retirement, Alternative Investments, Portfolio Management, Bonds, Finance, Investments, Asset Management, Financial Services.
Who are Pat Ehret's colleagues?
Pat Ehret's colleagues are Katherine Luu, Lozan Aleksandrov, Timothy Gonzalez, Joanne Jupiter, Christopher Schmid, Joy Mitchell, Joseph Snouffer, Cfp®, Cpwa®.
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Patricia Ehret
Applied Positive Psychology Practitioner (Self-Employed)-Certified Educator For Over 30 YearsGreater Philadelphia
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