I am a Financial Advisor for the Simpson Covert Reta Wealth Management Group at Morgan Stanley based in New Albany, Ohio. As you work with our team, we think you will quickly realize we are more than your typical wealth manager.We educate clients on the concept of financial freedom/financial independence. We believe true wealth cannot be summed up by a number but rather, it is the freedom to spend your days doing what you're passionate about and what you believe to be important. Through our planning process, we help each client develop their vision of true wealth. From there, we design an accompanying investment strategy to help ensure all assets work in conjunction with this goal.I hold the Financial Planning Specialist professional designation in addition to the appropriate licensure including the series 7, 66, and SIE securities licenses.My wife, Steph, and I live in Gahanna, Ohio with our son Kyle. Outside of work I enjoy physical fitness, golf, and spending time outdoors with family.I would welcome the opportunity to introduce you to our team and Morgan Stanley. You may contact me at 614-741-8909 or patrick.dundon@morganstanley.com.NMLS#: 2543809*Named one of Forbes Best-In-State Wealth Management Teams (2023)*Source: Forbes.com (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22. https://www.morganstanley.com/disclosures/awards-disclosure.html