AeroLeads people directory · profile
Patricia Flaherty Mcneilly Email & Phone Number
Chartered Financial Consultant, Accredited Investment Fiduciary at American Portfolios
at
American Portfolios
1 work email found
@americanportfolios.com
5 phones found area 973
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chartered Financial Consultant, Accredited Investment Fiduciary at American Portfolios
Location
Glen Ridge, New Jersey, United States
Company size
Who is Patricia Flaherty Mcneilly? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patricia Flaherty Mcneilly is listed as Chartered Financial Consultant, Accredited Investment Fiduciary at American Portfolios at American Portfolios, a company with 319 employees, based in Glen Ridge, New Jersey, United States. AeroLeads shows a work email signal at americanportfolios.com, phone signal with area code 973, and a matched LinkedIn profile for Patricia Flaherty Mcneilly.
Patricia Flaherty Mcneilly previously worked as Chartered Financial Consultant, Accredited Investment Fiduciary at American Portfolios. Patricia Flaherty Mcneilly holds Mba, Finance from New York University - Leonard N. Stern School Of Business.
Company email context
Email format at American Portfolios
This section adds company-level context without repeating Patricia Flaherty Mcneilly's masked contact details.
*@americanportfolios.com
71% confidence
AeroLeads found 1 current-domain work email signal for Patricia Flaherty Mcneilly. Compare company email patterns before reaching out.
Profile bio
About Patricia Flaherty Mcneilly
American Portfolios Advisors provides services to individuals, business owners, families, trusts and qualified plan sponsors and their participants. We believe that people can make good decisions but often lack sufficient information. Therefore, we are deeply committed to educating people, to removing the mystique surrounding financial decisions and to encouraging clients to move forward with confidence. Meanwhile, a sometimes-bewildering array of financial products and services is on the market. Many people are too busy and overwhelmed to create an overall, comprehensive financial strategy. They resort to a scatter-shot approach. They need to work with a financial coach who offers knowledge, experience, and integrity. And, they need someone who has an in-depth understanding of their financial situation and who cares that they attain their goals. When you work with us, you are associated with a team of financial professionals with broad credentials and market experience that specialize in helping you achieve successful outcomes.
Listed skills include Estate Planning, 401K, Investment Advisory, Series 63, and 18 others.
Current workplace
Patricia Flaherty Mcneilly's current company
Company context helps verify the profile and gives searchers a useful next step.
American Portfolios
1 role · 21 years
Patricia Flaherty Mcneilly work experience
A career timeline built from the work history available for this profile.
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Chartered Financial Consultant, Accredited Investment FiduciaryWealth Management and Retirement Plan Consultanting
Team & coworkers
Colleagues at American Portfolios
Other employees you can reach at americanportfolios.com. View company contacts for 319 employees →
ML
Mary Lobue
Colleague at American PortfoliosHolbrook, New York, United States, United States
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EL
Ed Levine
Colleague at American PortfoliosHauppauge, New York, United States, United States
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PH
Patty Hunter
Colleague at American PortfoliosRockville Centre, New York, United States, United States
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AB
Alison Berry
Colleague at American PortfoliosHenrico, Virginia, United States, United States
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TP
Tom Perry
Colleague at American PortfoliosIndianapolis, Indiana, United States, United States
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DG
Denise Gabay Otten, A.A.M.S.
Colleague at American PortfoliosParsippany, New Jersey, United States, United States
View →
CL
Chris Levi
Colleague at American PortfoliosHolbrook, New York, United States, United States
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RK
Russ Kerstein
Colleague at American PortfoliosPort St Lucie, Florida, United States, United States
View →
PB
Paul Breitenfeldt
Colleague at American PortfoliosMosinee, Wisconsin, United States, United States
View →
JL
Judith Lassek
Colleague at American PortfoliosHolbrook, New York, United States, United States
View →
Mary Lobue
Colleague at American PortfoliosHolbrook, New York, United States, United States
View →
EL
Ed Levine
Colleague at American PortfoliosHauppauge, New York, United States, United States
View →
PH
Patty Hunter
Colleague at American PortfoliosRockville Centre, New York, United States, United States
View →
AB
Alison Berry
Colleague at American PortfoliosHenrico, Virginia, United States, United States
View →
TP
Tom Perry
Colleague at American PortfoliosIndianapolis, Indiana, United States, United States
View →
DG
Denise Gabay Otten, A.A.M.S.
Colleague at American PortfoliosParsippany, New Jersey, United States, United States
View →
CL
Chris Levi
Colleague at American PortfoliosHolbrook, New York, United States, United States
View →
RK
Russ Kerstein
Colleague at American PortfoliosPort St Lucie, Florida, United States, United States
View →
PB
Paul Breitenfeldt
Colleague at American PortfoliosMosinee, Wisconsin, United States, United States
View →
JL
Judith Lassek
Colleague at American PortfoliosHolbrook, New York, United States, United States
View →
3 education records
Patricia Flaherty Mcneilly education
FAQ
Frequently asked questions about Patricia Flaherty Mcneilly
Quick answers generated from the profile data available on this page.
What company does Patricia Flaherty Mcneilly work for?
Patricia Flaherty Mcneilly works for American Portfolios.
What is Patricia Flaherty Mcneilly's role at American Portfolios?
Patricia Flaherty Mcneilly is listed as Chartered Financial Consultant, Accredited Investment Fiduciary at American Portfolios at American Portfolios.
What is Patricia Flaherty Mcneilly's email address?
AeroLeads has found 1 work email signal at @americanportfolios.com for Patricia Flaherty Mcneilly at American Portfolios.
What is Patricia Flaherty Mcneilly's phone number?
AeroLeads has found 5 phone signal(s) with area code 973 for Patricia Flaherty Mcneilly at American Portfolios.
Where is Patricia Flaherty Mcneilly based?
Patricia Flaherty Mcneilly is based in Glen Ridge, New Jersey, United States while working with American Portfolios.
What companies has Patricia Flaherty Mcneilly worked for?
Patricia Flaherty Mcneilly has worked for American Portfolios.
Who are Patricia Flaherty Mcneilly's colleagues at American Portfolios?
Patricia Flaherty Mcneilly's colleagues at American Portfolios include Mary Lobue, Ed Levine, Patty Hunter, Alison Berry, and Tom Perry.
How can I contact Patricia Flaherty Mcneilly?
You can use AeroLeads to view verified contact signals for Patricia Flaherty Mcneilly at American Portfolios, including work email, phone, and LinkedIn data when available.
What schools did Patricia Flaherty Mcneilly attend?
Patricia Flaherty Mcneilly holds Mba, Finance from New York University - Leonard N. Stern School Of Business.
What skills is Patricia Flaherty Mcneilly known for?
Patricia Flaherty Mcneilly is listed with skills including Estate Planning, 401K, Investment Advisory, Series 63, Asset Allocation, Securities, Wealth Management Services, and Fixed Annuities.
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