Wealth Planner
CurrentSecurities offered through LPL Financial, Member FINRA/SIPC.
Please complete the CAPTCHA to continue
@northeastplanning.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Patrick Gillis Aif® is listed as Wealth Planner at Northeast Planning Associates at Northeast Planning Associates, a with 75 employees, based in Portsmouth, New Hampshire, United States. AeroLeads shows a work email signal at northeastplanning.com and a matched LinkedIn profile for Patrick Gillis Aif®.
Patrick Gillis Aif® previously worked as Wealth Planner at Northeast Planning Associates and Financial Advisor at Merrill Lynch. Patrick Gillis Aif® holds Bachelor'S Degree from University Of Maine System.
This section adds company-level context without repeating Patrick Gillis Aif®'s masked contact details.
AeroLeads found 2 current-domain work email signals for Patrick Gillis Aif®. Compare company email patterns before reaching out.
Pat has been in the Financial Services Industry since 2008. He joined Northeast Planning Associates in 2013 and is located in Portsmouth. Pat lives in Stratham, NH with his wife and three children.Financial planning offered through Northeast Planning Associates, Inc., a registered investment adviser. Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. I am registered to do business in the following states: CA,FL,GA,ME,MA,NH,NY,SC,TN.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Securities offered through LPL Financial, Member FINRA/SIPC.
Other employees you can reach at northeastplanning.com. View company contacts for 75 employees →
Wilfred Gonzalez
Colleague at Northeast Planning AssociatesPerth Amboy, New Jersey, United States
View →
CS
Christine Soucy
Colleague at Northeast Planning AssociatesGreater Boston, United States
View →
MW
Michael Woodman
Colleague at Northeast Planning AssociatesSudbury, Massachusetts, United States
View →
GK
George K. Slyman, Jr Cfp®
Colleague at Northeast Planning AssociatesNew Ipswich, New Hampshire, United States
View →
CB
Connor Brisson
Colleague at Northeast Planning AssociatesVermont, United States
View →
TJ
Tracy Jean
Colleague at Northeast Planning AssociatesBedford, New Hampshire, United States
View →
WA
Wally Ammon
Colleague at Northeast Planning AssociatesFrancestown, New Hampshire, United States
View →
BH
Brian Heffernan
Colleague at Northeast Planning AssociatesSouthborough, Massachusetts, United States
View →
EK
Erin Kelly
Colleague at Northeast Planning AssociatesBedford, New Hampshire, United States
View →
RE
Ruth Etelman-Smith
Colleague at Northeast Planning AssociatesBedford, New Hampshire, United States
View →
Quick answers generated from the profile data available on this page.
Patrick Gillis Aif® works for Northeast Planning Associates.
Patrick Gillis Aif® is listed as Wealth Planner at Northeast Planning Associates at Northeast Planning Associates.
AeroLeads has found 2 work email signals at @northeastplanning.com for Patrick Gillis Aif® at Northeast Planning Associates.
Patrick Gillis Aif® is based in Portsmouth, New Hampshire, United States while working with Northeast Planning Associates.
Patrick Gillis Aif® has worked for Northeast Planning Associates, Merrill Lynch, Edward Jones, and Tradesource.
Patrick Gillis Aif®'s colleagues at Northeast Planning Associates include Wilfred Gonzalez, Christine Soucy, Michael Woodman, George K. Slyman, Jr Cfp®, and Connor Brisson.
You can use AeroLeads to view verified contact signals for Patrick Gillis Aif® at Northeast Planning Associates, including work email, phone, and LinkedIn data when available.
Patrick Gillis Aif® holds Bachelor'S Degree from University Of Maine System.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts