Patrick Morrow, Chfc
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Patrick Morrow, Chfc Email & Phone Number

Partner at Cerity Partners
Location: Indianapolis, Indiana, United States 6 work roles
2 work emails found @sbcwealth.com 5 phones found area 317 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 5 phones

Work email p****@sbcwealth.com
Direct phone (317) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cerity Partners
Role
Partner
Location
Indianapolis, Indiana, United States
Company size
211 employees

Who is Patrick Morrow, Chfc? Overview

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Quick answer

Patrick Morrow, Chfc is listed as Partner at Cerity Partners, a with 211 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at sbcwealth.com, phone signal with area code 317, and a matched LinkedIn profile for Patrick Morrow, Chfc.

Patrick Morrow, Chfc previously worked as CEO at Sbc Wealth Management and President and Chief Operating Officer at Sbc Wealth Management.

Company email context

Email format at Cerity Partners

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*@sbcwealth.com
71% confidence

AeroLeads found 2 current-domain work email signals for Patrick Morrow, Chfc. Compare company email patterns before reaching out.

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Profile bio

About Patrick Morrow, Chfc

Helping clients navigate life journeys through informed decision making-As President and Chief Operating Officer at SBC Wealth Management, Pat brings over 30 years of retirement and wealth management experience to the team. Pat prides himself with being a financial compass for his clients in helping them face their future with assurance and confidence as well as reaching their investment goals. Pat is also a member of the SBC’s Executive and Investment Committee and he also oversees the daily operations of the firm. In addition to his role at SBC, Pat is a well-known speaker who specializes in financial education programs and has presented to numerous Fortune 500 public companies throughout the Midwest. Pat is also a board member of the Gary Dudley Memorial Scholarship Foundation and White’s Residential and Family Services Organization.

Listed skills include Financial Planning, Wealth Management, Strategic Planning, Finance, and 19 others.

Current workplace

Patrick Morrow, Chfc's current company

Company context helps verify the profile and gives searchers a useful next step.

Cerity Partners
Cerity Partners
Partner
new york, new york, united states
Website
ceritypartners.com
Employees
211
AeroLeads page
Company profile
View company profile Email format
6 roles · 44 years

Patrick Morrow, Chfc work experience

A career timeline built from the work history available for this profile.

President And Chief Operating Officer

Sbc Wealth Management

As President and COO, I serve on the Executive Committee and the Investment Committee for SBC. I oversee the daily operations of the firm. I personally provide advice and work closely with individual clients of SBC. I specialize in Retirement and Income Management Strategies for retiring individuals.Through active participation and proper portfolio design, I have been instrumental in helping clients of SBC work toward their financial goals and lifestyle objectives.

Financial Planner

Mutual Security

Kokomo, Indiana Area

1983 - 1987 ~4 yrs
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →

MB Melissa Beach Melissa Beach Colleague at Cerity PartnersNew York City Metropolitan Area, United States View → SS Steve Schoneman, Cfa Steve Schoneman, Cfa Colleague at Cerity PartnersGreater Chicago Area, United States View → CW Cathy Wegner Cathy Wegner Colleague at Cerity PartnersDenver, Colorado, United States View → IM Ian Maher Ian Maher Colleague at Cerity PartnersSan Francisco, California, United States View → PV Peter Viehl Peter Viehl Colleague at Cerity PartnersPasadena, California, United States View → AU Amanda Ulczynski Amanda Ulczynski Colleague at Cerity PartnersDetroit Metropolitan Area, United States View → SW Steven Williams Steven Williams Colleague at Cerity PartnersOrange County, California, United States View → JB John Ben John Ben Colleague at Cerity PartnersGnieźnieński, Wielkopolskie, Poland View → DR Devon Ruttenberg Devon Ruttenberg Colleague at Cerity PartnersNew York City Metropolitan Area, United States View → XS Xiaoxuan(Tia) Sun, Cfa, Frm Xiaoxuan(Tia) Sun, Cfa, Frm Colleague at Cerity PartnersDenver, Colorado, United States View →
FAQ

Frequently asked questions about Patrick Morrow, Chfc

Quick answers generated from the profile data available on this page.

What company does Patrick Morrow, Chfc work for?

Patrick Morrow, Chfc works for Cerity Partners.

What is Patrick Morrow, Chfc's role at Cerity Partners?

Patrick Morrow, Chfc is listed as Partner at Cerity Partners.

What is Patrick Morrow, Chfc's email address?

AeroLeads has found 2 work email signals at @sbcwealth.com for Patrick Morrow, Chfc at Cerity Partners.

What is Patrick Morrow, Chfc's phone number?

AeroLeads has found 5 phone signal(s) with area code 317 for Patrick Morrow, Chfc at Cerity Partners.

Where is Patrick Morrow, Chfc based?

Patrick Morrow, Chfc is based in Indianapolis, Indiana, United States while working with Cerity Partners.

What companies has Patrick Morrow, Chfc worked for?

Patrick Morrow, Chfc has worked for Cerity Partners, Sbc Wealth Management, and Mutual Security.

Who are Patrick Morrow, Chfc's colleagues at Cerity Partners?

Patrick Morrow, Chfc's colleagues at Cerity Partners include Melissa Beach, Steve Schoneman, Cfa, Cathy Wegner, Ian Maher, and Peter Viehl.

How can I contact Patrick Morrow, Chfc?

You can use AeroLeads to view verified contact signals for Patrick Morrow, Chfc at Cerity Partners, including work email, phone, and LinkedIn data when available.

What skills is Patrick Morrow, Chfc known for?

Patrick Morrow, Chfc is listed with skills including Financial Planning, Wealth Management, Strategic Planning, Finance, Portfolio Management, Investments, Customer Service, and Investment Management.

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