Patrick Sweeney, Cfp®
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Patrick Sweeney, Cfp® Email & Phone Number

First Vice President - Investments at Wells Fargo Advisors at Wells Fargo Advisors
Location: Canonsburg, Pennsylvania, United States 1 work role 1 school
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Current company
Role
First Vice President - Investments at Wells Fargo Advisors
Location
Canonsburg, Pennsylvania, United States
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Who is Patrick Sweeney, Cfp®? Overview

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Patrick Sweeney, Cfp® is listed as First Vice President - Investments at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Canonsburg, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Patrick Sweeney, Cfp®.

Patrick Sweeney, Cfp® previously worked as First Vice President - Investments at Wells Fargo Advisors. Patrick Sweeney, Cfp® holds Master Of Business Administration - Mba, International Finance from Point Park University.

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Email format at Wells Fargo Advisors

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Wells Fargo Advisors

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Profile bio

About Patrick Sweeney, Cfp®

Having traveled around the world throughout my professional career, I have developed an appreciation for different cultures, cuisines, and people. I enjoy meeting new people and building meaningful professional and personal relationships with individuals, families, and businesses.I WOULD WELCOME A CONNECTION IF:- You are in need of a customized, goals based financial advice and guidance- You want to hear more about our wealth management process- You are interested in discussing our approach to estate planning services- You are a CPA or attorney interested in providing a resource for your clients- Are a nonprofit organization considering a Request for Proposal for your current investment portfolio.Please contact me by e-mail: patrick.sweeney@wellsfargoadvisors or by Phone (412) 919-5088. This information is intended for use by residents of FL, MD, ME, NC, NJ, NY, OH, PA, SC, TX, VA, WA, and WV only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Current workplace

Patrick Sweeney, Cfp®'s current company

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Wells Fargo Advisors
Wells Fargo Advisors
First Vice President - Investments at Wells Fargo Advisors
st. louis, missouri, united states
Employees
15127
AeroLeads page
1 role

Patrick Sweeney, Cfp® work experience

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  • Wells Fargo Advisors
    First Vice President - Investments
    Jun 2019 - Present - Greater Pittsburgh Area
    For the past 15 years, I have helped affluent individuals pursue their financial goals. I am focused on helping you pursue your objectives with simplicity, transparency and with a disciplined process to measure your progress. Our advice and guidance is personalized to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step. My goal is to bring clarity to your financial life.I add value to clients with regular meetings and include a Financial Physical thus updating your retirement plan goals and make changes as needed.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. *Chartered Retirement Planning Counselor? and CRPC® are registered service marks of the College for Financial Planning.
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Colleagues at Wells Fargo Advisors

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1 education record

Patrick Sweeney, Cfp® education

FAQ

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What company does Patrick Sweeney, Cfp® work for?

Patrick Sweeney, Cfp® works for Wells Fargo Advisors.

What is Patrick Sweeney, Cfp®'s role at Wells Fargo Advisors?

Patrick Sweeney, Cfp® is listed as First Vice President - Investments at Wells Fargo Advisors at Wells Fargo Advisors.

Where is Patrick Sweeney, Cfp® based?

Patrick Sweeney, Cfp® is based in Canonsburg, Pennsylvania, United States while working with Wells Fargo Advisors.

What companies has Patrick Sweeney, Cfp® worked for?

Patrick Sweeney, Cfp® has worked for Wells Fargo Advisors.

Who are Patrick Sweeney, Cfp®'s colleagues at Wells Fargo Advisors?

Patrick Sweeney, Cfp®'s colleagues at Wells Fargo Advisors include Courtney Lyon Rosa, Andrew Cardone, Dayana Gonzalez, Bettina Lomeli, and Parker Dennis.

How can I contact Patrick Sweeney, Cfp®?

You can use AeroLeads to view verified contact signals for Patrick Sweeney, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Patrick Sweeney, Cfp® attend?

Patrick Sweeney, Cfp® holds Master Of Business Administration - Mba, International Finance from Point Park University.

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