Patrick Rivard, Cfp®, Crpc®, Qpfc
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Patrick Rivard, Cfp®, Crpc®, Qpfc Email & Phone Number

Senior Vice President I Financial Advisor I Corporate Retirement Director I Family Wealth Advisor I Senior Investment Management Consultant at Morgan Stanley at Morgan Stanley
Location: Detroit Metropolitan Area, United States 2 work roles 3 schools
1 work email found @morganstanley.com 2 phones found area 248 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email p****@morganstanley.com
Direct phone (248) ***-****
LinkedIn Profile matched
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Current company
Role
Senior Vice President I Financial Advisor I Corporate Retirement Director I Family Wealth Advisor I Senior Investment Management Consultant at Morgan Stanley
Location
Detroit Metropolitan Area, United States
Company size

Who is Patrick Rivard, Cfp®, Crpc®, Qpfc? Overview

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Quick answer

Patrick Rivard, Cfp®, Crpc®, Qpfc is listed as Senior Vice President I Financial Advisor I Corporate Retirement Director I Family Wealth Advisor I Senior Investment Management Consultant at Morgan Stanley at Morgan Stanley, a with 78669 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 248, and a matched LinkedIn profile for Patrick Rivard, Cfp®, Crpc®, Qpfc.

Patrick Rivard, Cfp®, Crpc®, Qpfc previously worked as Senior Vice President I Financial Advisor at Morgan Stanley and Financial Advisor at Smith Barney. Patrick Rivard, Cfp®, Crpc®, Qpfc holds Bachelor Of Arts (Ba), Economics & Business from Kalamazoo College.

Company email context

Email format at Morgan Stanley

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*@morganstanley.com
71% confidence

AeroLeads found 1 current-domain work email signal for Patrick Rivard, Cfp®, Crpc®, Qpfc. Compare company email patterns before reaching out.

Profile bio

About Patrick Rivard, Cfp®, Crpc®, Qpfc

At the Rivard Group at Morgan Stanley, we help clients realize their financial goals. Using a highly personalized approach, together with clients, we create financial plans and investment strategies tailored to each client’s short and long-term objectives. We look at the planning process holistically, reviewing all financial assets and obligations, because we know that successful wealth management includes more than just investments. As seasoned Financial Advisors, we are as focused on managing risk in clients’ portfolios as we are on growing their assets. With access to Morgan Stanley's renowned global resources and investment opportunities, we help clients develop and maintain an optimal investment strategy.Areas of focus: Retirement Planning, Cash Management and Lending Solutions, Asset Management,401(k) Rollovers, Planning for Education Funding, Estate Planning Strategies, Life Insurance, Long Term Care Insurance, Corporate Retirement Plans.Schedule at meeting with the Rivard Group at Morgan Stanley by visiting the below:https://meetings.morganstanleyclientserv.com/landing.html?fa=7eb10c0243cc78c72c5c055234fbb6cdCA Insurance Lic. #0I03883NMLS #1454859

Current workplace

Patrick Rivard, Cfp®, Crpc®, Qpfc's current company

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Morgan Stanley
Morgan Stanley
Senior Vice President I Financial Advisor I Corporate Retirement Director I Family Wealth Advisor I Senior Investment Management Consultant at Morgan Stanley
new york, new york, united states
Employees
78669
AeroLeads page
2 roles

Patrick Rivard, Cfp®, Crpc®, Qpfc work experience

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

Senior Vice President I Financial Advisor

Current

Birmingham, Mi

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration.The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor important information about any designation(s) listed above, please see: http://fa.morganstanley.com/therivardgroup/. The designation and/or awards are not indicative of the Financial Advisor's past or future performance. No fee is paid in exchange for any award.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.CA Insurance Lic. #0I03883NMLS #1454859

Jul 2007 - Present

Financial Advisor

Smith Barney

Southfield, Mi

Jul 2002 - Jul 2007
Team & coworkers

Colleagues at Morgan Stanley

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3 education records

Patrick Rivard, Cfp®, Crpc®, Qpfc education

Bachelor Of Arts (Ba), Economics & Business

Activities and Societies: Kalamazoo College Football Team: 1998, 1999, 2000The mission of Kalamazoo College is to prepare its graduates.

Education record

Institut International D'Études Françaises At The Université De Strasbourg

Study Abroad Program through Kalamazoo College from April 2000 - June 2000

Class Of 1998

Brother Rice High School is a Catholic College Preparatory School for young men. Inspired by the Essential Elements of a Christian Brother.

FAQ

Frequently asked questions about Patrick Rivard, Cfp®, Crpc®, Qpfc

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

What company does Patrick Rivard, Cfp®, Crpc®, Qpfc work for?

Patrick Rivard, Cfp®, Crpc®, Qpfc works for Morgan Stanley.

What is Patrick Rivard, Cfp®, Crpc®, Qpfc's role at Morgan Stanley?

Patrick Rivard, Cfp®, Crpc®, Qpfc is listed as Senior Vice President I Financial Advisor I Corporate Retirement Director I Family Wealth Advisor I Senior Investment Management Consultant at Morgan Stanley at Morgan Stanley.

What is Patrick Rivard, Cfp®, Crpc®, Qpfc's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Patrick Rivard, Cfp®, Crpc®, Qpfc at Morgan Stanley.

What is Patrick Rivard, Cfp®, Crpc®, Qpfc's phone number?

AeroLeads has found 2 phone signal(s) with area code 248 for Patrick Rivard, Cfp®, Crpc®, Qpfc at Morgan Stanley.

Where is Patrick Rivard, Cfp®, Crpc®, Qpfc based?

Patrick Rivard, Cfp®, Crpc®, Qpfc is based in Detroit Metropolitan Area, United States while working with Morgan Stanley.

What companies has Patrick Rivard, Cfp®, Crpc®, Qpfc worked for?

Patrick Rivard, Cfp®, Crpc®, Qpfc has worked for Morgan Stanley and Smith Barney.

Who are Patrick Rivard, Cfp®, Crpc®, Qpfc's colleagues at Morgan Stanley?

Patrick Rivard, Cfp®, Crpc®, Qpfc's colleagues at Morgan Stanley include Eric Jacobs, Graydon Narang, Ellen(Mengyue) Teng, Sandy Li, and Prashant Saxena.

How can I contact Patrick Rivard, Cfp®, Crpc®, Qpfc?

You can use AeroLeads to view verified contact signals for Patrick Rivard, Cfp®, Crpc®, Qpfc at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Patrick Rivard, Cfp®, Crpc®, Qpfc attend?

Patrick Rivard, Cfp®, Crpc®, Qpfc holds Bachelor Of Arts (Ba), Economics & Business from Kalamazoo College.

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