Patrick Shovlin, Cfp®
AeroLeads people directory · profile

Patrick Shovlin, Cfp® Email & Phone Number

Financial Planner and Investment Advisor Representative at Barnum Financial Group
Location: New York, United States 5 work roles 2 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Barnum Financial Group
Role
Financial Planner and Investment Advisor Representative
Location
New York, United States
Company size
726 employees

Who is Patrick Shovlin, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Patrick Shovlin, Cfp® is listed as Financial Planner and Investment Advisor Representative at Barnum Financial Group, a with 726 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Patrick Shovlin, Cfp®.

Patrick Shovlin, Cfp® previously worked as Financial Planner & Investment Advisor Representative at Barnum Financial Group and Intern at Turner Construction Company. Patrick Shovlin, Cfp® holds Accounting And Finance from Michigan State University.

Company email context

Email format at Barnum Financial Group

This section adds company-level context without repeating Patrick Shovlin, Cfp®'s masked contact details.

Barnum Financial Group

Review company-level records connected to Patrick Shovlin, Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Patrick Shovlin, Cfp®

As a Financial Planner, Patrick services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Patrick can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed."Whether you’re just starting out, growing your family, getting ready forretirement, or looking for a way to protect all that you’ve worked for, I can helpyou find the right solutions to make the most of today, tomorrow, and the yearsto come."I am licensed to sell insurance in NY and securities in NY. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Members SIPC (www.SIPC.org). Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000

Current workplace

Patrick Shovlin, Cfp®'s current company

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

Barnum Financial Group
Barnum Financial Group
Financial Planner and Investment Advisor Representative
New York, NY, US
Website
barnumfinancialgroup.com
Employees
726
AeroLeads page
Company profile
View company profile Email format
5 roles

Patrick Shovlin, Cfp® work experience

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

Financial Planner & Investment Advisor Representative

Current
Barnum Financial Group

New York, New York, United States

We help over a quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.I am licensed and registered to offer products and services in NY.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000

Aug 2019 - Present

Intern

Turner Construction Company

New York

Full-time intern as a member of the International department since June of 2017. As a direct assistant to both the Financial Manager and Head Accounting Assistant, I have had a detailed view of the financial aspects that go into running the International sector of one of the world-wide leaders in International construction. Here, my tasks included bank wires, check requests, and reworking/updating excel documents. I have become very familiar with financial/accounting methods and tools, particularly SAP.

Jun 2017 - Aug 2018

Maintenance Worker

Michigan State University

East Lansing

Maintenance worker at West Circle Facilities.

Sep 2016 - Dec 2017

Intern

Vanguard Coverage Corp.

Plainview, New York

Throughout the summer months of 2014 and 2015, I had the opportunity to intern at an insurance company located in New York. My tasks focused on transferring data, updating and analyzing excel documents that contained cliental information, and accounting.

May 2014 - Aug 2015
Team & coworkers

Colleagues at Barnum Financial Group

Other employees you can reach at barnumfinancialgroup.com. View company contacts for 726 employees →

MT Mauricio Trabuco Mauricio Trabuco Colleague at Barnum Financial GroupFairfield, Connecticut, United States View → RC Richard Caiazzo, Cfp® Richard Caiazzo, Cfp® Colleague at Barnum Financial GroupNew York, United States View → DK Daniel Koval Daniel Koval Colleague at Barnum Financial GroupHarrison, New York, United States View → TG Thomas Gwin Thomas Gwin Colleague at Barnum Financial GroupElmsford, New York, United States View → GK Glen Kaelin Glen Kaelin Colleague at Barnum Financial GroupStorrs Mansfield, Connecticut, United States View → SK Savannah Krom Savannah Krom Colleague at Barnum Financial GroupSouthington, Connecticut, United States View → JB Joshua Bubbs Joshua Bubbs Colleague at Barnum Financial GroupShort Hills, New Jersey, United States View → JK Jackson Kuwata Jackson Kuwata Colleague at Barnum Financial GroupRidgefield, Connecticut, United States View → AD Amanda De Castro Amanda De Castro Colleague at Barnum Financial GroupNew York City Metropolitan Area, United States View → DO Dan Ortoli Dan Ortoli Colleague at Barnum Financial GroupShelton, Connecticut, United States View →
2 education records

Patrick Shovlin, Cfp® education

FAQ

Frequently asked questions about Patrick Shovlin, Cfp®

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

What company does Patrick Shovlin, Cfp® work for?

Patrick Shovlin, Cfp® works for Barnum Financial Group.

What is Patrick Shovlin, Cfp®'s role at Barnum Financial Group?

Patrick Shovlin, Cfp® is listed as Financial Planner and Investment Advisor Representative at Barnum Financial Group.

Where is Patrick Shovlin, Cfp® based?

Patrick Shovlin, Cfp® is based in New York, United States while working with Barnum Financial Group.

What companies has Patrick Shovlin, Cfp® worked for?

Patrick Shovlin, Cfp® has worked for Barnum Financial Group, Turner Construction Company, Michigan State University, and Vanguard Coverage Corp..

Who are Patrick Shovlin, Cfp®'s colleagues at Barnum Financial Group?

Patrick Shovlin, Cfp®'s colleagues at Barnum Financial Group include Mauricio Trabuco, Richard Caiazzo, Cfp®, Daniel Koval, Thomas Gwin, and Glen Kaelin.

How can I contact Patrick Shovlin, Cfp®?

You can use AeroLeads to view verified contact signals for Patrick Shovlin, Cfp® at Barnum Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Patrick Shovlin, Cfp® attend?

Patrick Shovlin, Cfp® holds Accounting And Finance from Michigan State University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.