Patrick Mccallister

Patrick Mccallister Email and Phone Number

Sr. Retirement Plan Consultant @ Henderson Brothers Financial Partners (formerly HB Retirement)
Pittsburgh, PA, US
Patrick Mccallister's Location
Pittsburgh, Pennsylvania, United States, United States
Patrick Mccallister's Contact Details
About Patrick Mccallister

As a retirement plan consultant, I help retirement plan sponsors evaluate the effectiveness and efficiency of their retirement plan(s) by helping them develop the definition of success for their plan(s) and coordinating the efforts of all interested parties to devise and implement a set of tactics that seek to improve current outcomes and chart the progress towards the achievement of their definition of success.Securities Registrations*: FINRA Series 6 and 63*Registrations held through LPL FinancialYou are welcome to contact me at prmccallister@hbretirement.comSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "contacts and personal info" section above.Investment advice offered through HB Retirement, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed for by LPL Financial for accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: PA, OH, WV, MD, NY

Patrick Mccallister's Current Company Details
Henderson Brothers Financial Partners (formerly HB Retirement)

Henderson Brothers Financial Partners (Formerly Hb Retirement)

View
Sr. Retirement Plan Consultant
Pittsburgh, PA, US
Website:
hbretirement.com
Employees:
16
Patrick Mccallister Work Experience Details
  • Henderson Brothers Financial Partners (Formerly Hb Retirement)
    Sr. Retirement Plan Consultant
    Henderson Brothers Financial Partners (Formerly Hb Retirement)
    Pittsburgh, Pa, Us
  • Hb Retirement
    Retirement Plan Consultant
    Hb Retirement Sep 2017 - Present
    Greater Pittsburgh Area
    View
  • Wells Fargo Bank
    Vice President
    Wells Fargo Bank May 2004 - Sep 2017
    Conshohocken, Pa
    View
  • Wachovia Retirement Services
    Vice President
    Wachovia Retirement Services May 2004 - Jan 2009
  • Metlife Retirement Plans Group
    Managing Director
    Metlife Retirement Plans Group 1998 - 2004
    View
  • Cigna
    Account Executive
    Cigna Feb 1986 - Dec 1997
    View

Patrick Mccallister Skills

Erisa Retirement Deferred Compensation 401k Defined Benefit Executive Compensation Pensions Asset Allocation Mutual Funds Investments Retirement Planning Strategic Financial Planning Series 63 Series 7 Series 6 Investment Advisory Retirement Plan Consulting Financial Services Financial Planning Wealth Management 401 Retirement Savings Plans

Patrick Mccallister Education Details

Frequently Asked Questions about Patrick Mccallister

What company does Patrick Mccallister work for?

Patrick Mccallister works for Henderson Brothers Financial Partners (Formerly Hb Retirement)

What is Patrick Mccallister's role at the current company?

Patrick Mccallister's current role is Sr. Retirement Plan Consultant.

What is Patrick Mccallister's email address?

Patrick Mccallister's email address is pa****@****rgo.com

What is Patrick Mccallister's direct phone number?

Patrick Mccallister's direct phone number is +121257*****

What schools did Patrick Mccallister attend?

Patrick Mccallister attended Duquesne University.

What skills is Patrick Mccallister known for?

Patrick Mccallister has skills like Erisa, Retirement, Deferred Compensation, 401k, Defined Benefit, Executive Compensation, Pensions, Asset Allocation, Mutual Funds, Investments, Retirement Planning, Strategic Financial Planning.

Who are Patrick Mccallister's colleagues?

Patrick Mccallister's colleagues are Gabe Antoni, Cfp®, Oakes D. Salancy, John Kirkpatrick, Cima®, Diane Ritter, Joseph Cravotta, Aif®, Megan Warzinski.

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