My goal is to positively affect the lives of everyone around me whether it be though volunteer work or helping families with their wealth management needs. I love learning about people and listening to their stories. It is my belief that managing wealth extends beyond building investment portfolios. It means working with people to define what matters most to them and then helping them create a plan. I feel it is important to develop lasting relationships and provide exceptional service and customized advise. I work with a team of investment professionals to provide goals based wealth management to successful families, accomplished professionals, and successful business owners. I graduated from Youngstown State University and began my career with Merrill Lynch Wealth Management in 2011. After 8 years at Merrill Lynch I joined LPL Financial and work with them through Daprile Financial in Canfield, Ohio. Outside of the office I enjoy time spent with family, traveling, playing a little golf, and great food. I also serve on the board of the Wolves Club of Youngstown. I am very proud of the work we do to grant scholarships to Youngstown State Students. *Chartered Retirement Plans Specialist℠ and CRPS® are registered service marks of the College for Financial Planning.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Daprile Financial
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Wealth AdvisorDaprile Financial Sep 2019 - Present
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Analyst Relationship ManagementMerrill Lynch Wealth Management Sep 2011 - Sep 2019
Patrick Russo, Crps® Education Details
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Youngstown State UniversityBachelor'S Degree
Frequently Asked Questions about Patrick Russo, Crps®
What company does Patrick Russo, Crps® work for?
Patrick Russo, Crps® works for Daprile Financial
What is Patrick Russo, Crps®'s role at the current company?
Patrick Russo, Crps®'s current role is Wealth Advisor at Daprile Financial.
What schools did Patrick Russo, Crps® attend?
Patrick Russo, Crps® attended Youngstown State University.
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