Patrick Dwyer Email and Phone Number
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- #1 Forbes - 2018, 2019 "Best-In-State Advisors" (Florida) - #5 Forbes - 2016, 2017, 2018 "America's Top Advisors" - #4 Barrons - 2016, 2017 "Top Private Wealth Teams" - Barron's "Top 100 Financial Advisor" from 2007 to 2019 - Financial Times "Top 400 Financial Advisers" in 2014, 2015, 2016, 2018 and 2019 - Irish America "Wall Street 50" in 2017, 2018 - WealthManagement.com (formerly REP Magazine) "Top 100 Wirehouse Advisors in America" for the 10th Consecutive YearPatrick also has many different leadership positions at charitable organizations. He is a past member of the Board of Trustees for the Carrollton School of the Sacred Heart in Miami, Mercy Hospital Board of Trustees, and the Telluride Science Research Center. Presently his on the board of the Brain Center and the Key Biscayne Community Foundation. Outside of his work, Patrick is passionate about enriching his community and started the Dwyer Family Foundation as a means to do so. His organization supports a number of causes that empower children by ensuring they have access to quality education.
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Managing DirectorNewedge Wealth Oct 2021 - PresentStamford, Connecticut, UsAt NewEdge Wealth (RIA) we don't just focus on investment services. We are a team of 26 financial service professionals dedicated to building a powerful, personal, and lasting relationship with you. We pride ourselves on delivering modern, sophisticated wealth management and access to banking services to help simplify the lives of the ultra-high-net-worth clients we serve - a select circle of male and female CEOs, entrepreneurs, traditional and non-traditional families. -
Managing DirectorSilicon Valley Bank Oct 2019 - Nov 2021Santa Clara, Ca, UsA -
Private Wealth Advisor, Managing DirectorMerrill Lynch Jul 1993 - Jul 2019New York, Ny, Us
Patrick Dwyer Skills
Patrick Dwyer Education Details
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University Of MiamiMba -
Providence CollegeBachelor'S Degree -
Oratory Prep School SummitHigh School Diploma/Ged
Frequently Asked Questions about Patrick Dwyer
What company does Patrick Dwyer work for?
Patrick Dwyer works for Newedge Wealth
What is Patrick Dwyer's role at the current company?
Patrick Dwyer's current role is Private Wealth Advisor @ NewEdge Wealth Family Office.
What is Patrick Dwyer's email address?
Patrick Dwyer's email address is pd****@****ate.com
What is Patrick Dwyer's direct phone number?
Patrick Dwyer's direct phone number is 130557*****
What schools did Patrick Dwyer attend?
Patrick Dwyer attended University Of Miami, Providence College, Oratory Prep School Summit.
What skills is Patrick Dwyer known for?
Patrick Dwyer has skills like Financial Advisory Services, Strategic Financial Strategies, Family Estate Financial Guidance, Wealth Planning And Estate Planning Services, Multi Generational Wealth Transfer, Customized Investment Portfolios, Customized Wealth Strategies, Goal Based Wealth Management.
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