Senior Wealth Advisor
Current
Jan 2023 - Present
AeroLeads people directory · profile
Patrick Smith Email & Phone Number
Senior Wealth Advisor at Exencial Wealth Advisors
at
Exencial Wealth Advisors
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Senior Wealth Advisor at Exencial Wealth Advisors
Location
Guilford, Connecticut, United States
Company size
Who is Patrick Smith? Overview
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Quick answer
Patrick Smith is listed as Senior Wealth Advisor at Exencial Wealth Advisors at Exencial Wealth Advisors, a company with 56 employees, based in Guilford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Patrick Smith.
Patrick Smith previously worked as Senior Wealth Advisor at Exencial Wealth Advisors and Partner at Shoreline Financial Advisors, Llc. Patrick Smith holds Master Of Science - Ms, Finance, General from Boston College.
Company email context
Email format at Exencial Wealth Advisors
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Exencial Wealth Advisors
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Profile bio
About Patrick Smith
Patrick Smith is a Senior Wealth Advisor at Exencial Wealth Advisors at Exencial Wealth Advisors.
Current workplace
Patrick Smith's current company
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Exencial Wealth Advisors
5 roles
Patrick Smith work experience
A career timeline built from the work history available for this profile.
Partner
Shoreline Financial Advisors, Llc
Jan 2001 - Dec 2022
Senior Vice President And Portfolio Manager
Pioneer Investments Inc
Dec 1992 - Dec 2000
Vice President And Portfolio Manager
May 1990 - Dec 1992
Security Analyst
May 1986 - May 1990
Team & coworkers
Colleagues at Exencial Wealth Advisors
Other employees you can reach at exencialwealth.com. View company contacts for 56 employees →
MM
Michelle Murphy
Colleague at Exencial Wealth Advisors
Princeton, Texas, United States, United States
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TM
Thomas Mcguigan
Colleague at Exencial Wealth Advisors
Old Lyme, Connecticut, United States, United States
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CB
Christine Blumenthal
Colleague at Exencial Wealth Advisors
Higganum, Connecticut, United States, United States
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EL
Erin Layton
Colleague at Exencial Wealth Advisors
Oklahoma City, Oklahoma, United States, United States
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SF
Suzanne Fitzgerald
Colleague at Exencial Wealth Advisors
Dallas, Texas, United States, United States
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DB
David Bregger, Cfp
Colleague at Exencial Wealth Advisors
Austin, Texas, United States, United States
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PL
Preeti L. Castro
Colleague at Exencial Wealth Advisors
Frisco, Texas, United States, United States
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JB
Jeff Baty
Colleague at Exencial Wealth Advisors
Oklahoma City, Oklahoma, United States, United States
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TC
Tim Courtney
Colleague at Exencial Wealth Advisors
Edmond, Oklahoma, United States, United States
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AE
Andrea Elliott
Colleague at Exencial Wealth Advisors
Oklahoma City, Oklahoma, United States, United States
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Michelle Murphy
Colleague at Exencial Wealth Advisors
Princeton, Texas, United States, United States
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TM
Thomas Mcguigan
Colleague at Exencial Wealth Advisors
Old Lyme, Connecticut, United States, United States
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CB
Christine Blumenthal
Colleague at Exencial Wealth Advisors
Higganum, Connecticut, United States, United States
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EL
Erin Layton
Colleague at Exencial Wealth Advisors
Oklahoma City, Oklahoma, United States, United States
View →
SF
Suzanne Fitzgerald
Colleague at Exencial Wealth Advisors
Dallas, Texas, United States, United States
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DB
David Bregger, Cfp
Colleague at Exencial Wealth Advisors
Austin, Texas, United States, United States
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PL
Preeti L. Castro
Colleague at Exencial Wealth Advisors
Frisco, Texas, United States, United States
View →
JB
Jeff Baty
Colleague at Exencial Wealth Advisors
Oklahoma City, Oklahoma, United States, United States
View →
TC
Tim Courtney
Colleague at Exencial Wealth Advisors
Edmond, Oklahoma, United States, United States
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AE
Andrea Elliott
Colleague at Exencial Wealth Advisors
Oklahoma City, Oklahoma, United States, United States
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2 education records
Patrick Smith education
Master Of Science - Ms, Finance, General
Bachelor Of Business Administration - Bba, Finance, General
FAQ
Frequently asked questions about Patrick Smith
Quick answers generated from the profile data available on this page.
What company does Patrick Smith work for?
Patrick Smith works for Exencial Wealth Advisors.
What is Patrick Smith's role at Exencial Wealth Advisors?
Patrick Smith is listed as Senior Wealth Advisor at Exencial Wealth Advisors at Exencial Wealth Advisors.
Where is Patrick Smith based?
Patrick Smith is based in Guilford, Connecticut, United States while working with Exencial Wealth Advisors.
What companies has Patrick Smith worked for?
Patrick Smith has worked for Exencial Wealth Advisors, Shoreline Financial Advisors, Llc, Pioneer Investments Inc, Loomis, Sayles & Company, and Putnam Investments.
Who are Patrick Smith's colleagues at Exencial Wealth Advisors?
Patrick Smith's colleagues at Exencial Wealth Advisors include Michelle Murphy, Thomas Mcguigan, Christine Blumenthal, Erin Layton, and Suzanne Fitzgerald.
How can I contact Patrick Smith?
You can use AeroLeads to view verified contact signals for Patrick Smith at Exencial Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Patrick Smith attend?
Patrick Smith holds Master Of Science - Ms, Finance, General from Boston College.
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