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Patrick Mcmahon, Cfp® Email & Phone Number

Associate Vice President, Investments at Raymond James
Location: Louisville, Kentucky, United States 4 work roles 1 school
1 work email found @raymondjames.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email p****@raymondjames.com
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Current company
Raymond James
Role
Associate Vice President, Investments
Location
Louisville, Kentucky, United States
Company size
18734 employees

Who is Patrick Mcmahon, Cfp®? Overview

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Quick answer

Patrick Mcmahon, Cfp® is listed as Associate Vice President, Investments at Raymond James, a with 18734 employees, based in Louisville, Kentucky, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Patrick Mcmahon, Cfp®.

Patrick Mcmahon, Cfp® previously worked as Financial Advisor at Raymond James and Analyst at Ramsey Quantitative Systems Inc. Patrick Mcmahon, Cfp® holds Bachelor Of Science (B.S.), Finance And Economics from University Of Kentucky.

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Email format at Raymond James

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*@raymondjames.com
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Profile bio

About Patrick Mcmahon, Cfp®

As a Certified Financial Planner (CFP) and partner at Harmony Wealth Partners, I specialize in providing comprehensive financial planning and strategic investment management services. With a commitment to delivering personalized solutions, I work closely with individuals to create customized financial plans tailored to their unique needs and goals.At Harmony Wealth Partners, we believe in taking a holistic approach to retirement planning, tax optimization, estate planning, and risk management. By leveraging our expertise and conducting thorough research, we design investment portfolios that align with clients' risk tolerance and objectives, continually monitoring and adjusting them for optimal results.With a focus on retirement planning, we help clients navigate the complexities of retirement income needs, social security optimization, and pension planning. Additionally, we provide guidance on risk management strategies, including insurance coverage, to safeguard financial well-being.My passion lies in helping individuals achieve peace of mind. Through a collaborative and client-centric approach, I strive to empower clients to make informed financial decisions and take control of their financial futures.

Listed skills include Attorney.

Current workplace

Patrick Mcmahon, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Associate Vice President, Investments
Louisville, KY, US
Website
raymondjames.com
Employees
18734
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Company profile
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4 roles

Patrick Mcmahon, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Vice President, Investments

Raymond James

Louisville, Ky, Us

Financial Advisor

Current
Raymond James

St. Petersburg, Florida, Us

“Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.” Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Feb 2014 - Present

Associate Vice President, Investments

Current
Raymond James

St. Petersburg, Florida, Us

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Nov 2018 - Present

Analyst

Ramsey Quantitative Systems Inc

Quantitative Data AnalysisMacro Economic ResearchCommodity Trading

Aug 2008 - Aug 2012
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →

JN John Nebens John Nebens Colleague at Raymond JamesSan Antonio, Texas, United States View → RH Rich Heiman Rich Heiman Colleague at Raymond JamesTampa, Florida, United States View → KP Kellye Phillips, Cfp®, Awma® Kellye Phillips, Cfp®, Awma® Colleague at Raymond JamesChattanooga, Tennessee, United States View → BZ Brian Zhu Brian Zhu Colleague at Raymond JamesJersey City, New Jersey, United States View → TN Tom Nevitt Tom Nevitt Colleague at Raymond JamesUnited States View → MP Marge Power Marge Power Colleague at Raymond JamesSt Petersburg, Florida, United States View → JR Josh Reiss Josh Reiss Colleague at Raymond JamesNew York, United States View → JP James Phillips James Phillips Colleague at Raymond JamesPort Richey, Florida, United States View → VS Vikas Singh Vikas Singh Colleague at Raymond JamesKalyan, Maharashtra, India View → NG Norma G. Robredo Norma G. Robredo Colleague at Raymond JamesEl Paso, Texas, United States View →
1 education record

Patrick Mcmahon, Cfp® education

  • University Of Kentucky
    University Of Kentucky
    Finance And Economics
FAQ

Frequently asked questions about Patrick Mcmahon, Cfp®

Quick answers generated from the profile data available on this page.

What company does Patrick Mcmahon, Cfp® work for?

Patrick Mcmahon, Cfp® works for Raymond James.

What is Patrick Mcmahon, Cfp®'s role at Raymond James?

Patrick Mcmahon, Cfp® is listed as Associate Vice President, Investments at Raymond James.

What is Patrick Mcmahon, Cfp®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Patrick Mcmahon, Cfp® at Raymond James.

Where is Patrick Mcmahon, Cfp® based?

Patrick Mcmahon, Cfp® is based in Louisville, Kentucky, United States while working with Raymond James.

What companies has Patrick Mcmahon, Cfp® worked for?

Patrick Mcmahon, Cfp® has worked for Raymond James and Ramsey Quantitative Systems Inc.

Who are Patrick Mcmahon, Cfp®'s colleagues at Raymond James?

Patrick Mcmahon, Cfp®'s colleagues at Raymond James include John Nebens, Rich Heiman, Kellye Phillips, Cfp®, Awma®, Brian Zhu, and Tom Nevitt.

How can I contact Patrick Mcmahon, Cfp®?

You can use AeroLeads to view verified contact signals for Patrick Mcmahon, Cfp® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Patrick Mcmahon, Cfp® attend?

Patrick Mcmahon, Cfp® holds Bachelor Of Science (B.S.), Finance And Economics from University Of Kentucky.

What skills is Patrick Mcmahon, Cfp® known for?

Patrick Mcmahon, Cfp® is listed with skills including Attorney.

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