Patrick Mackessy Email & Phone Number

Our objective is to answer the financial questions that our clients might not think to ask and could have largely been overlooked. Our team of experienced financial advisors and associates delivers personalized strategies and solutions that will help clients to achieve their individual goals. We also provide insight on issues that clients may have never thought about before. Our process of planning, educating, and servicing the families and businesses that we work with provides significant added value to our clients. The reason that our clients refer their friends and family to us is because they have a team of financial advisors who deeply understands them as an individual and what is most important to them. We Advise in the Following Areas:Corporate Executive Services:-Non-qualified Deferred Comp Plan Construction-Custom Tax Efficient Diversification Strategies for Concentrated Stock Positions-Concentrated Restricted Stock / Stock Option Education and Risk Management StrategiesAs a WFA client, you have access to [or refer you to]…-Trust and Estate Planning Services -Life Insurance for Protection or for Estate and Legacy Planning Purposes-Long Term Care Insurance PlanningWhen I'm not working, I enjoy spending time with my family, playing golf, and grilling. I Welcome Connections If You Are:-A Corporate Executive-Approaching retirement-Need education on your current stock options/restricted stock and customized diversification strategies-A Business Owner looking for a second opinion on your retirement plan or for business transition strategiesThis information is intended for use by residents of AZ, CA, CO, CT, DC, FL, GA, MA, MD, MO, NC, NJ, NV, NY, PA, SC, TX, UT, VA, WA, and WI only./*********/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 Retirement Planning, Financial Planning, Long Term Care Insurance, Investments, and 7 others.

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  Loyola University Maryland

  Finance