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Patrick Guilfoy Email & Phone Number
Guiding Financial Advisors & Internal Teams on best practices, Annuity carrier trends, and solutions regarding Suitability reviews & concerns | Christian ✝ | Gearhead 🏎🚗 | Suitability Consultant @AdvisorsExcel
at
Mid-American Wealth
1 work email found
@att.net
2 phones found area 314
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✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Guiding Financial Advisors & Internal Teams on best practices, Annuity carrier trends, and solutions regarding Suitability reviews & concerns | Christian ✝ | Gearhead 🏎🚗 | Suitability Consultant @AdvisorsExcel
Location
Topeka, Kansas, United States
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Who is Patrick Guilfoy? Overview
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Patrick Guilfoy is listed as Guiding Financial Advisors & Internal Teams on best practices, Annuity carrier trends, and solutions regarding Suitability reviews & concerns | Christian ✝ | Gearhead 🏎🚗 | Suitability Consultant @AdvisorsExcel at Mid-American Wealth, a with 17 employees, based in Topeka, Kansas, United States. AeroLeads shows a work email signal at att.net, phone signal with area code 314, and a matched LinkedIn profile for Patrick Guilfoy.
Patrick Guilfoy previously worked as Suitability Consultant at Advisors Excel and Retirement Specialist at Duncan Financial Management, Inc.. Patrick Guilfoy holds Bachelor Of Science (Bs), Business Administration And Management, General, Sophmore from University Of Missouri-Columbia.
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Email format at Mid-American Wealth
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{first_initial}{last}@att.net
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Profile bio
About Patrick Guilfoy
My career in customer service began long before I entered financial services. I realized my passion for connecting with and serving others at a young age while caddying at a Golf course. Every serving and communication opportunity I had then and as a Retirement Specialist has given me a unique knowledge of both ends of the business we do here at AE. Everyday, I communicate with Carriers, Advisors, and teams within Advisors Excel to review applications and related paperwork to determine if the product in question is in the best interest of the client and to ensure standards are being met. While maintaining the company’s Suitability Matrix, I review carrier updates to identify trends regarding Suitability concerns that may require additional consideration from either the Agent or the Carrier. I’m a firm believer in hard work, goal-oriented results, and delivering the Ultimate Client Experience to AE’s Advisors. When it comes to providing the best customer service consistently, complacency ruins perfection. Contact Information: patrick.guilfoy@advisorsexcel.com(866)-363-9595
Listed skills include Team Leadership, Communicator, Microsoft Excel, Eager To Learn, and 2 others.
Current workplace
Patrick Guilfoy's current company
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Mid-American Wealth
9 roles
Patrick Guilfoy work experience
A career timeline built from the work history available for this profile.
Suitability Consultant
Current-Interprets various annuity carrier suitability requirements and educates producers/internal teams on best practices-Identifies suitability concerns and ensures the producers are acting in the best interest of their clients-Maintains the Suitability Matrix and communicates changes in carrier suitability guidelines/processes to internal and external clients
Mar 2023 - Present
Retirement Specialist
o Developed detailed Income strategies to guide retirees and pre-retirees through their retirement journey o Implemented multi-generational legacy planning strategieso Created tax-efficient strategies via Roth conversions & income withdrawal strategieso Co-host of the weekly TV program “Your Money” on WPTV o Proficient experience in Advisor Engine CRM software (formerly Junxure), Retirement Analyzer, Docusign, Albridge, Excel, Word, Outlook, Stonewood Financial Modeling, o Regularly involved in client face-to-face meetings via in-person and Zoomo Extensive knowledge on different types of Financial & Insurance Products such as IULs, Annuities, Life Insurance, etc. o Communicated firm strategy and values at dinner seminars for prospective clients.
May 2020 - Dec 2022
Financial Planner
Duncan Financial Management
May 2020 - May 2021
Financial Advisor
Aug 2019 - Feb 2020
Caddie
• Serves as a Caddie to Old Warson’s members and guests• Assists players to help them play a better game as well as read greens • Promoted to Honor Caddie Summer 2012
May 2009 - May 2019
Bag Room Employee
• Facilitated the organization of the bag room and management of driving range, golf carts and club member’s belongings• Assisted with the opening and closing of the club property • Aided Head Pro in daily club operations such as tournament and special guest preparation
May 2013 - Aug 2014
Assistant Kitchen Manager
Sterling Food Service Management
• Assisted in the dinner service preparation as well as the cleanup• Cleaned kitchen silverware and cooking materials as well as the kitchen itself and dining area• Promoted to team leader July 2015
Sep 2014 - May 2018
Financial Advising Intern
• Prepared case studies with financial advisors within the firm to develop short-term, mid-term, and long-term financial plans• Assisted Financial advisors in preparing financial consideration reports for their clients • Directed a client appreciation/marketing event for a senior advisor
Jun 2017 - Aug 2017
2 education records
Patrick Guilfoy education
Bachelor Of Science (Bs), Business Administration And Management, General, Sophmore
Education record
Kirkwood High School
FAQ
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Quick answers generated from the profile data available on this page.
What company does Patrick Guilfoy work for?
Patrick Guilfoy works for Mid-American Wealth.
What is Patrick Guilfoy's role at Mid-American Wealth?
Patrick Guilfoy is listed as Guiding Financial Advisors & Internal Teams on best practices, Annuity carrier trends, and solutions regarding Suitability reviews & concerns | Christian ✝ | Gearhead 🏎🚗 | Suitability Consultant @AdvisorsExcel at Mid-American Wealth.
What is Patrick Guilfoy's email address?
AeroLeads has found 1 work email signal at @att.net for Patrick Guilfoy at Mid-American Wealth.
What is Patrick Guilfoy's phone number?
AeroLeads has found 2 phone signal(s) with area code 314 for Patrick Guilfoy at Mid-American Wealth.
Where is Patrick Guilfoy based?
Patrick Guilfoy is based in Topeka, Kansas, United States while working with Mid-American Wealth.
What companies has Patrick Guilfoy worked for?
Patrick Guilfoy has worked for Mid-American Wealth, Advisors Excel, Duncan Financial Management, Inc., Duncan Financial Management, and Renaissance Financial.
How can I contact Patrick Guilfoy?
You can use AeroLeads to view verified contact signals for Patrick Guilfoy at Mid-American Wealth, including work email, phone, and LinkedIn data when available.
What schools did Patrick Guilfoy attend?
Patrick Guilfoy holds Bachelor Of Science (Bs), Business Administration And Management, General, Sophmore from University Of Missouri-Columbia.
What skills is Patrick Guilfoy known for?
Patrick Guilfoy is listed with skills including Team Leadership, Communicator, Microsoft Excel, Eager To Learn, Finance, and Personal Finance.
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