Patrick Healy Email & Phone Number

I was born in Cleveland, Ohio and began working in the financial industry in November of 1983. For over 40 years now, I have worked closely with individuals, families, businesses and retirement plans. Working together, we focus on identifying specific financial needs, or longer term financial goals and objectives. A customized plan is then formulated using those investments and financial instruments that will help assist my clients to accomplish their specific goals and objectives. As a book collector of many years, I have come to understand that building an investment portfolio, similar to building a personal library or collection of fine books, is a process requiring attention to detail, in depth knowledge of the marketplace and an ongoing search for quality. Additionally and importantly, an investment portfolio must be meaningful to the individual, reflecting their unique personal objectives, financial goals, risk tolerance and time horizon.This information is intended for use only by residents of: AL, CA, CO, CT, FL, GA, IN, MI, NC, NV, NY, OH, OR, PA, SC, TX, VA, and WA. Registrations include Series 3, Series 7, Series 63 and Series 65.Branch Address:950 Main Avenue - Suite 300Cleveland, Ohio 44113Phone: 216-574-7249Email Address: patrick.healy@wfadvisors.com/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Asset Allocation, Retirement Planning, Investment Strategies, and 10 others.