Patrick Shields Email & Phone Number

Patrick brings clients customized wealth management and retirement planning strategies backed by his decades of financial experience. Before joining the firm in 1998, Patrick spent ten years with The Boeing Company as a Financial Analyst. Patrick received a Bachelor's of Business Administration degree in Finance from The Wichita State University, with a minor in Economics. In college, he began playing rugby (and continued for ten years). In 2009 and 2010, Patrick completed coursework in cognitive thinking at Harvard University. Patrick lives in Huntsville with his wife, Leslie and their three children. When not cheering for them in Soccer, Basketball and Cross Country, Patrick turns to coaching the Holy Spirit Regional Catholic School Track Team and has competed in several MS 150 Charity Bicycle events. A 25-year supporter of many local charities, Patrick spent 11 years on the Board of the North Alabama Chapter of the American Red Cross and two years as the Chairman of the Board (2014 - 2016). He is a member of the Professional Advisors Council of the Hudson Alpha Institute for Biotechnology and also serves as an Ambassador for the Institute. A former board member of the Huntsville Public Library Foundation, a Community Advisor to the Finance Committee of the Huntsville Junior League, and completed the Leadership Social Services Program sponsored by the Madison County United Way. To "relax,” Patrick enjoys hiking, golf, fly fishing, and cycling.

Listed skills include Alternative Investments, Series 63, Financial Advisory, Bonds, and 22 others.

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  Wichita State University

  Bachelor'S Degree