Patrick Hoene Email & Phone Number

Jupiter, Fl, Us

Palm Beach Gardens, Florida, United States

As a Financial Advisor with 8 years of industry experience my goal is to help you succeed financially by managing the 4 cornerstones of wealth management: Investment management, liability management, wealth protection, and estate planning. Every client’s financial situation is unique and I take the time to get to know you and truly understand your life goals and objectives and then provide the appropriate solutions based on your answers. Through this process we will review your current investments to ensure they are managed properly and aligned to our plan. By building out our plan we will review all of your liabilities and insurance products to ensure they properly align to your goals. Our team’s ultimate objective is to help you build, manage, and protect your wealth and leave a lasting legacy you would be proud of.

Southern, Fl

• Responsible for driving major firm initiatives across all business lines and effectively coaching and mentoring Financial Advisors 1 on 1, within territory footprint, PCG, WBS and FiNet Channels. • Focusing on the integration of advisory programs, and holistic financial advice into Financial Advisor asset management practices.• Closely aligned with partners and regional field management, from regional president, market/complex managers, and to branch managers, to ensure a consultative process, uniform integration of initiatives.

•Responsible for covering approximately 600 Financial Advisors and Branch Managers in driving strategic growth and sales production through the adoption of best practices, marketing strategies, and firm initiatives.•Provide in-depth knowledge of Wells Fargo Advisor’s products, services, and tools which include advisory solutions, practice management tools, lending and banking services, and high net worth partnerships•Actively work with Regional Presidents, Market Managers, and Branch Managers to develop focus areas, identify strategies, and promote growth and efficiency in Financial Advisors practices•Align with internal and external partners to identify and recommend the best products to meet client’s needs•Travel as needed to territory to present at forums, support regional leadership, initiative rollouts, and provide one-on-one consultation

St. Louis, Mo

• Provide financial consulting and insight for current and prospective Wells Fargo customers • Responsible for brokerage sales and promotion of Wells Fargo products• Meeting sales goals and referring products to Wells Fargo partners• Assessing clients needs and determining the appropriate investments and product channels• Ensuring client's accounts are setup properly and funded

St. Louis, Mo

• Provide customer service on the phone to Financial Advisors verifying accuracy of client accounts• Resolve Financial Advisor inquiries through reviewing and verifying time-sensitive documents• Complete daily projects utilizing research and interpretation of internal records• Processing reports pulled from Bloomberg each morning before the market opens• Updating Wells Fargo’s BETA database to ensure Financial Advisors can accurately trade securities

Master'S Degree, Accounting, Gpa 3.6

High School, Gpa 3.4

Activities and Societies: Varsity Basketball; Varsity Lacrosse; Varsity BowlingLacrosse MVP & 1st team all-conference Active in my local.