Partner, Wealth Advisor
Current
Jan 2024 - Present
AeroLeads people directory · profile
Patrick Stimson, Cfp® Email & Phone Number
Wealth Advisor at RMB Capital
at
RMB Capital
1 work email found
@rmbcap.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor at RMB Capital
Location
Denver, Colorado, United States
Who is Patrick Stimson, Cfp®? Overview
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Quick answer
Patrick Stimson, Cfp® is listed as Wealth Advisor at RMB Capital at RMB Capital, based in Denver, Colorado, United States. AeroLeads shows a work email signal at rmbcap.com and a matched LinkedIn profile for Patrick Stimson, Cfp®.
Patrick Stimson, Cfp® previously worked as Partner, Wealth Advisor at Rmb Capital and Wealth Advisor at Rmb Capital. Patrick Stimson, Cfp® holds Bachelor, Business Administration, Finance from Western Michigan University - Haworth College Of Business.
Company email context
Email format at RMB Capital
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*@rmbcap.com
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AeroLeads found 1 current-domain work email signal for Patrick Stimson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Patrick Stimson, Cfp®
I am part of a team of wealth advisors and wealth management associates, and we collaborate to manage relationships with a select group of clients. Our clients include retirees, C-level executives, small business owners, and various other high-net-worth individuals and families who seek to protect and prudently grow their wealth.I work closely with them and engage with their other trusted advisors, such as estate planning attorneys, accountants, and insurance professionals, to establish a holistic view of their financial lives. With this perspective and the support of my team, I create and execute each client’s customized plan that addresses a broad spectrum of financial planning issues and outlines investment objectives and corresponding recommendations.
Listed skills include Wealth Management, Financial Planning, Advisory Services, Asset Allocation, and 22 others.
Current workplace
Patrick Stimson, Cfp®'s current company
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8 roles
Patrick Stimson, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Current
Jan 2017 - Present
Senior Client Associate
I am part of a team of wealth advisors and client associates, and we collaborate to manage relationships with a select group of clients. Our clients include retirees, C-level executives, small business owners, and various other high-net-worth individuals and families who seek to protect and prudently grow their wealth.I provide advisory support.
Jan 2015 - Dec 2016
Client Associate
I am part of a team of wealth advisors and client associates, and we collaborate to manage relationships with a select group of clients. Our clients include retirees, C-level executives, small business owners, and various other high-net-worth individuals and families who seek to protectand prudently grow their wealth.I provide advisory support.
Jan 2014 - Jan 2015
Paraplanner
Executed trades and processed money movement transactions for client portfolios at the request of the client and advisorPresented financial planning deliverables and proposed investment recommendations during client meetingsInitiated various marketing activities including client acquisition and appreciation events and updating the websiteNetworked with.
Aug 2012 - Jan 2014
Financial Planning Analyst
Utilized goal based Financial Planning Tool Suite and Morningstar Advisor Workstation 2.0 Coordinated an office-wide implementation program to transition to a new Thomson ONE brokerage platformResponsible for constructing investment portfolios based on risk measures, client goals and current market trends Preformed daily market and product research.
Jul 2011 - Jul 2012
Financial Advisor Assistant Internship
Analyzed client portfolio performance and conducted research to identify investment alternativesUtilized Microsoft Office Suite to Design specialized illustrations, proposals, reports, and flowcharts for client accounts Participated in all phases of the planning, investment, and client service process for 2 practices Prepared for client meetings by.
Mar 2011 - Jul 2011
Student Equity Analyst
- Worked as a student analyst to perform equity research and valuation for a large capitalization domestic stock portfolio of over $700,000 for the WMU Endowment Fund. - Assigned stocks to monitor and report back weekly on any significant events (earnings announcements, valuation changes, etc.) - Prepared and monitored a simple Excel valuation model and.
Jan 2011 - May 2011
1 education record
Patrick Stimson, Cfp® education
-
Western Michigan University - Haworth College Of Business
FAQ
Frequently asked questions about Patrick Stimson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Patrick Stimson, Cfp® work for?
Patrick Stimson, Cfp® works for RMB Capital.
What is Patrick Stimson, Cfp®'s role at RMB Capital?
Patrick Stimson, Cfp® is listed as Wealth Advisor at RMB Capital at RMB Capital.
What is Patrick Stimson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @rmbcap.com for Patrick Stimson, Cfp® at RMB Capital.
Where is Patrick Stimson, Cfp® based?
Patrick Stimson, Cfp® is based in Denver, Colorado, United States while working with RMB Capital.
What companies has Patrick Stimson, Cfp® worked for?
Patrick Stimson, Cfp® has worked for Rmb Capital, Ameriprise Financial Services, Inc., and Western Michigan University.
How can I contact Patrick Stimson, Cfp®?
You can use AeroLeads to view verified contact signals for Patrick Stimson, Cfp® at RMB Capital, including work email, phone, and LinkedIn data when available.
What schools did Patrick Stimson, Cfp® attend?
Patrick Stimson, Cfp® holds Bachelor, Business Administration, Finance from Western Michigan University - Haworth College Of Business.
What skills is Patrick Stimson, Cfp® known for?
Patrick Stimson, Cfp® is listed with skills including Wealth Management, Financial Planning, Advisory Services, Asset Allocation, Investment Management, Retirement Planning, Portfolio Management, and Equity Research.
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