Pat Ehret

Pat Ehret Email and Phone Number

Senior Vice President of Investments @ Janney Montgomery Scott
philadelphia, pennsylvania, united states
Pat Ehret's Location
Philadelphia, Pennsylvania, United States, United States
Pat Ehret's Contact Details

Pat Ehret work email

Pat Ehret personal email

About Pat Ehret

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.

Pat Ehret's Current Company Details
Janney Montgomery Scott

Janney Montgomery Scott

View
Senior Vice President of Investments
philadelphia, pennsylvania, united states
Website:
janney.com
Employees:
2171
Pat Ehret Work Experience Details
  • Janney Montgomery Scott
    Senior Vice President Investments
    Janney Montgomery Scott Mar 2009 - Present
    Greater Philadelphia Area
    Patrick 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.
  • Breathing Room Foundation
    Financial Advisor
    Breathing Room Foundation 2009 - 2014
  • Wachovia Securities Financial Network
    Investments
    Wachovia Securities Financial Network Mar 2006 - 2009
    Greater Philadelphia Area
  • Ubs Wealth Management
    Investments
    Ubs Wealth Management May 1993 - Mar 2006
    Greater Philadelphia Area
  • Ef Hutton
    Audit
    Ef Hutton 1981 - 1987

Pat Ehret Skills

Financial Advisory Fixed Annuities Mutual Funds Retirement Alternative Investments Portfolio Management Bonds Finance Investments Asset Management Financial Services

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®.

Not the Pat Ehret you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.