Please complete the CAPTCHA to continue
@ccmg.com
✓
1 phone found area 414
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Patrick Schultz, Jd, Cws®, Cepa® is listed as Wealth Planning Team Leader, Sr. Wealth Planner at Clark Capital Management Group at Clark Capital Management Group, a company with 114 employees, based in Delafield, Wisconsin, United States. AeroLeads shows a work email signal at ccmg.com, phone signal with area code 414, and a matched LinkedIn profile for Patrick Schultz, Jd, Cws®, Cepa®.
Patrick Schultz, Jd, Cws®, Cepa® previously worked as Wealth Planning Team Lead, Sr. Wealth Planner at Clark Capital Management Group and Executive Director, Central Division Lead, Wealth Planning & Advice at JP Morgan Chase at Jpmorgan Chase & Co.. Patrick Schultz, Jd, Cws®, Cepa® holds J.D., Law from Marquette University Law School.
This section adds company-level context without repeating Patrick Schultz, Jd, Cws®, Cepa®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Patrick Schultz, Jd, Cws®, Cepa®. Compare company email patterns before reaching out.
Patrick Schultz leads the Wealth Planning Team for Clark Capital Management. The WealthPlanning Team is responsible for estate and wealth planning, thought leadership, and strategic planningfor individual clients. This team of former practicing lawyers works with clients and their tax and legaladvisors to provide client-facing expertise in estate and tax planning strategies, retirement planning,restricted and control stock, stock option management, business succession planning, pre- and post-transactional planning, concentrated position management, and other personal planning strategies. Theteam provides internal training to the independent financial advisors that Clark Capital Managementworks with and also creates educational content for distribution to the public.Prior to joining Clark Capital Management, Patrick led the Central Division of J.P. Morgan WealthManagement's Wealth Planning and Advice team. In this role, Patrick and his team who worked withFinancial Advisors to provide their clients with a holistic wealth management experience. Patrick workeddirectly with clients to help them understand, coordinate and improve their estate plans and wealthtransfer vehicles. This process involved evaluating a client's estate planning documents to see how theirdocuments fit into the big picture of multi-generational wealth transfer, charitable planning, tax planning and business succession planning. Prior to his role with J.P. Morgan Wealth Management, Patrick was a Senior Wealth Strategist in the Bay Area with Charles Schwab's ultra-high-net-worth offering, the Chairman's Circle, and prior to his role at Charles Schwab, Patrick was a partner at a mid-sized law firm in the Midwest where he represented high-net-worth and ultra-high-net-worth clients with their multi-generational wealth planning needs.
Listed skills include Probate, Estate Planning, Guardianship, Elder Law, and 32 others.
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.
Philadelphia, Pennsylvania, United States
I lead the Wealth Planning Team for Clark Capital Management Group. The WealthPlanning Team is responsible for estate and wealth planning, thought leadership, and strategic planningfor individual clients. This team of former practicing lawyers works with clients and their tax and legaladvisors to provide client-facing expertise in estate and tax planning.
Chicago, Illinois, United States
I advise financial advisors and their UHNW clients nationally in the following areas: tax, trust and estate planning; philanthropy; goals-based, financial and retirement planning; education planning; and concentrated, restricted and control stock management.
San Francisco Bay Area
I am a Senior Wealth Strategist for the Chairman's Circle at Charles Schwab. I work with Charles Schwab financial consultants and Chairman's Circle clients in the San Francisco bay area.
Waukesha, WI
I am a partner at a well established general practice law firm serving Southeastern Wisconsin. Each attorney has a specific area that they focus their practice on, I focus my practice on lifetime and estate planning, probate and trust administration, probate and trust ligation, fiduciary law and guardianship law.
Waukesha, WI
Interfaith Senior Programs is a faith-based, community-centered 501 (c)(3) nonprofit organization serving Waukesha County, Wisconsin. Major programs include the Retired and Senior Volunteer Program (RSVP) and the Faith In Action program.
Kindt, Phillips, Friedman and Fremgen S.C. is a general practice law firm located in Oshkosh Wisconsin. I was a transactional attorney that focuses on Estate Planning, Probate & Trust Law, Business Law, Real Estate Law & Guardianships.
Associate attorney at a boutique estate planning and probate law firm, located in downtown Milwaukee.
I worked with staff attorneys to help individuals with limited economic means interact successfully with the legal system.
Other employees you can reach at ccmg.com. View company contacts for 114 employees →
Tom Belle
Colleague at Clark Capital Management Group
Downingtown, Pennsylvania, United States, United States
View →
TF
Tom Finnegan
Colleague at Clark Capital Management Group
Greater Philadelphia, United States
View →
AM
Alexander Meyer, Cfa
Colleague at Clark Capital Management Group
New York, New York, United States, United States
View →
AC
Alison Cuneo
Colleague at Clark Capital Management Group
Philadelphia, Pennsylvania, United States, United States
View →
DK
Denny Kwak
Colleague at Clark Capital Management Group
Philadelphia, Pennsylvania, United States, United States
View →
RM
Rich Moss
Colleague at Clark Capital Management Group
Philadelphia, Pennsylvania, United States, United States
View →
RS
Ryan Steele, Cfa
Colleague at Clark Capital Management Group
Greater Chicago Area, United States
View →
ET
Emily Thompson
Colleague at Clark Capital Management Group
Vancouver, Washington, United States, United States
View →
JC
Joseph Coopersmith
Colleague at Clark Capital Management Group
Philadelphia, Pennsylvania, United States, United States
View →
CT
Connor Thompson
Colleague at Clark Capital Management Group
Portland, Oregon Metropolitan Area, United States
View →
Activities and Societies: Pro Bono Society, Public Interest Law Society Fellow, Co-Founder of the Business Law Society
Quick answers generated from the profile data available on this page.
Patrick Schultz, Jd, Cws®, Cepa® works for Clark Capital Management Group.
Patrick Schultz, Jd, Cws®, Cepa® is listed as Wealth Planning Team Leader, Sr. Wealth Planner at Clark Capital Management Group at Clark Capital Management Group.
AeroLeads has found 1 work email signal at @ccmg.com for Patrick Schultz, Jd, Cws®, Cepa® at Clark Capital Management Group.
AeroLeads has found 1 phone signal(s) with area code 414 for Patrick Schultz, Jd, Cws®, Cepa® at Clark Capital Management Group.
Patrick Schultz, Jd, Cws®, Cepa® is based in Delafield, Wisconsin, United States while working with Clark Capital Management Group.
Patrick Schultz, Jd, Cws®, Cepa® has worked for Clark Capital Management Group, Jpmorgan Chase & Co., Charles Schwab, Walden & Schuster, S.C., and Interfaith Senior Programs, Inc..
Patrick Schultz, Jd, Cws®, Cepa®'s colleagues at Clark Capital Management Group include Tom Belle, Tom Finnegan, Alexander Meyer, Cfa, Alison Cuneo, and Denny Kwak.
You can use AeroLeads to view verified contact signals for Patrick Schultz, Jd, Cws®, Cepa® at Clark Capital Management Group, including work email, phone, and LinkedIn data when available.
Patrick Schultz, Jd, Cws®, Cepa® holds J.D., Law from Marquette University Law School.
Patrick Schultz, Jd, Cws®, Cepa® is listed with skills including Probate, Estate Planning, Guardianship, Elder Law, Trusts, Wills, Conservatorships, and Special Needs Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts