Patrick Morrow, Chfc

Patrick Morrow, Chfc Email and Phone Number

Partner at Cerity Partners @ Cerity Partners
new york, new york, united states
Patrick Morrow, Chfc's Location
Indianapolis, Indiana, United States, United States
Patrick Morrow, Chfc's Contact Details
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.

Patrick Morrow, Chfc's Current Company Details
Cerity Partners

Cerity Partners

View
Partner at Cerity Partners
new york, new york, united states
Website:
ceritypartners.com
Employees:
211
Patrick Morrow, Chfc Work Experience Details
  • Cerity Partners
    Partner
    Cerity Partners Oct 2024 - Present
    View
  • Sbc Wealth Management
    Ceo
    Sbc Wealth Management Aug 2022 - Present
    Indianapolis, Indiana, United States
    View
  • Sbc Wealth Management
    President And Chief Operating Officer
    Sbc Wealth Management 2014 - Present
    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.
    View
  • Sbc Wealth Management
    Investment Advisor Representative
    Sbc Wealth Management 1987 - Present
    Indianapolis, Indiana Area
    View
  • Sbc Wealth Management
    Owner And Vice President
    Sbc Wealth Management 1995 - 2014
    Indianapolis, Indiana Area
    View
  • Mutual Security
    Financial Planner
    Mutual Security 1983 - 1987
    Kokomo, Indiana Area

Patrick Morrow, Chfc Skills

Financial Planning Wealth Management Strategic Planning Finance Portfolio Management Investments Customer Service Investment Management Retirement Planning Management New Business Development Financial Services Team Building Retirement Insurance Leadership Business Development Retirement Management Assest Allocation Retirement Income Strategies Asset Management Small Business Microsoft Office

Frequently Asked Questions about Patrick Morrow, Chfc

What company does Patrick Morrow, Chfc work for?

Patrick Morrow, Chfc works for Cerity Partners

What is Patrick Morrow, Chfc's role at the current company?

Patrick Morrow, Chfc's current role is Partner at Cerity Partners.

What is Patrick Morrow, Chfc's email address?

Patrick Morrow, Chfc's email address is pb****@****ast.net

What is Patrick Morrow, Chfc's direct phone number?

Patrick Morrow, Chfc's direct phone number is +131784*****

What are some of Patrick Morrow, Chfc's interests?

Patrick Morrow, Chfc has interest in Water Sports, Wood Working, Family, Car Collecting, Education, Car Restoration.

What skills is Patrick Morrow, Chfc known for?

Patrick Morrow, Chfc has skills like Financial Planning, Wealth Management, Strategic Planning, Finance, Portfolio Management, Investments, Customer Service, Investment Management, Retirement Planning, Management, New Business Development, Financial Services.

Who are Patrick Morrow, Chfc's colleagues?

Patrick Morrow, Chfc's colleagues are Kati Krause, Ms, Cfp®, Will Johnson, Adam Landau, Tyler Jenkins, Cpa, Douglas Tyson, Cfp®, Chfc®, Jeremy Leffel, Patrick Callahan, Cfa.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.