Patrick Rivard, Cfp®, Crpc®, Qpfc

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

Senior Vice President I Financial Advisor I Corporate Retirement Director I Family Wealth Advisor I Senior Investment Management Consultant at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Patrick Rivard, Cfp®, Crpc®, Qpfc's Location
Detroit Metropolitan Area, United States
Patrick Rivard, Cfp®, Crpc®, Qpfc's Contact Details

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

Patrick Rivard, Cfp®, Crpc®, Qpfc personal email

Patrick Rivard, Cfp®, Crpc®, Qpfc phone numbers

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

Patrick Rivard, Cfp®, Crpc®, Qpfc's Current Company Details
Morgan Stanley

Morgan Stanley

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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
Patrick Rivard, Cfp®, Crpc®, Qpfc Work Experience Details
  • Morgan Stanley
    Senior Vice President I Financial Advisor
    Morgan Stanley Jul 2007 - Present
    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
  • Smith Barney
    Financial Advisor
    Smith Barney Jul 2002 - Jul 2007
    Southfield, Mi

Patrick Rivard, Cfp®, Crpc®, Qpfc Education Details

Frequently Asked Questions about Patrick Rivard, Cfp®, Crpc®, Qpfc

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 the current company?

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

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

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

Patrick Rivard, Cfp®, Crpc®, Qpfc attended Kalamazoo College, Institut International D'études Françaises At The Université De Strasbourg, Brother Rice High School.

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

Patrick Rivard, Cfp®, Crpc®, Qpfc's colleagues are Clara May Enders, Deryck Yin, John Hulbert, Velizara Aleksandrova-Kovac, K A., Jamie Beardsworth, Orielle Yu.

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