Patrick Hanlon, Cfp®

Patrick Hanlon, Cfp® Email and Phone Number

Advisor at Bickling Financial Svc @ Bickling Financial Services
Patrick Hanlon, Cfp®'s Location
Boston, Massachusetts, United States, United States
Patrick Hanlon, Cfp®'s Contact Details

Patrick Hanlon, Cfp® personal email

n/a
About Patrick Hanlon, Cfp®

I joined Bickling Financial Services in 2020 as a CERTIFIED FINANCIAL PLANNER™I have worked in the financial services industry for more than a decade. I enjoy working with clients to help them identify, strategize and realize their financial goals, sharing his knowledge of the financial markets and investment products. I attended Syracuse University, Newhouse School of Communications and received a Bachelor of Science degree in Broadcast Journalism with a minor in Political Science.Patrick and his wife Marina spend their time with family and friends, golfing and cheering on all the Boston sports teams.Patrick works in our Lexington office and can be reached at 781-862-9792 or patrick.hanlon@bickling.com.Hightower Advisors, LLC is an SEC registered investment adviser. Securities offered through HightowerSecurities, LLC. Member FINRA/SIPC.

Patrick Hanlon, Cfp®'s Current Company Details
Bickling Financial Services

Bickling Financial Services

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Advisor at Bickling Financial Svc
Patrick Hanlon, Cfp® Work Experience Details
  • Bickling Financial Services
    Associate Advisor
    Bickling Financial Services Oct 2020 - Present
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  • Lpl Financial
    Avp, Regional Advisory Consultant
    Lpl Financial Jun 2018 - Oct 2020
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  • Lpl Financial
    Avp, Regional Wealth Consultant, Is Channel Northeast
    Lpl Financial Jun 2018 - Oct 2020
    Greater Boston Area
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  • Lpl Financial
    Internal Advisory Consultant
    Lpl Financial Apr 2014 - Oct 2020
    Greater Boston Area
    • Provides subject matter expert consulting with financial advisors on new sales opportunities. This involves performing a detailed needs analysis that starts through a discover process of the prospect through analyzing existing account statements and performance reports, determining appropriate risk tolerance, identifying estate/trust planning needs and understanding short and long term goals for assets.• Consults with financial advisors about all aspects of the five LPL advisory platforms including positioning from a practice management perspective, economics, features and functionality of all five platforms, and ultimately provide portfolio considerations for advisors' prospects.• Provides financial advisors with analyses of existing prospect portfolios.
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  • Pioneer Investments
    Internal Wholesaler
    Pioneer Investments Jun 2012 - Mar 2014
    Greater Boston Area
    • Spend approximately 75-80% of time initiating sales calls to financial professionals in order to promote and sell Pioneer products.• Develop new prospects and maintain existing relationships in order to increase sales in the territory.• Travel to the territory and facilitate meetings with financial advisors.
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  • Pioneer Investments
    Divisional Sales Associate
    Pioneer Investments Dec 2011 - Jun 2012
    Greater Boston Area
    • Provide inbound phone queue coverage, as necessary, responding to product, sales and marketing questions presented by representatives calling the department’s inbound 800 number. • Prepare and provide hypothetical investment reports and research to Regional Vice Presidents and financial advisors• Train new associates with systems, tasks, and company products
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  • Bleacher Report
    Editor, Intern
    Bleacher Report Nov 2009 - Mar 2010
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  • Connect
    Reporter, Videographer, Editor
    Connect Sep 2007 - Nov 2009
    A student run public affairs show produced at the Newhouse School. Shows appear weekly on local Syracuse stations.
  • Nbc Olympics
    Logger
    Nbc Olympics Aug 2008 - Sep 2008
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Patrick Hanlon, Cfp® Skills

Sales Investments Series 7 Financial Services Mutual Funds Microsoft Office Time Management Marketing Producing Sales Operations Research Insurance Alternative Investments Securities

Patrick Hanlon, Cfp® Education Details

Frequently Asked Questions about Patrick Hanlon, Cfp®

What company does Patrick Hanlon, Cfp® work for?

Patrick Hanlon, Cfp® works for Bickling Financial Services

What is Patrick Hanlon, Cfp®'s role at the current company?

Patrick Hanlon, Cfp®'s current role is Advisor at Bickling Financial Svc.

What is Patrick Hanlon, Cfp®'s email address?

Patrick Hanlon, Cfp®'s email address is pe****@****syr.edu

What schools did Patrick Hanlon, Cfp® attend?

Patrick Hanlon, Cfp® attended Syracuse University, Boston University Cfp.

What skills is Patrick Hanlon, Cfp® known for?

Patrick Hanlon, Cfp® has skills like Sales, Investments, Series 7, Financial Services, Mutual Funds, Microsoft Office, Time Management, Marketing, Producing, Sales Operations, Research, Insurance.

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