Sr. Wealth Advisor
The Burns Investment Group
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Patrick Burns Email & Phone Number
Sr. Wealth Advisor
at
The Burns Investment Group
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Wealth Advisor
Location
Greater Seattle Area, United States, United States
Who is Patrick Burns? Overview
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Quick answer
Patrick Burns is listed as Sr. Wealth Advisor at The Burns Investment Group, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Patrick Burns.
Patrick Burns previously worked as Senior Financial Advisor at Wells Fargo Advisors and Trustee - Board of Trustees at Bellevue Arts Museum. Patrick Burns holds Bachelor'S Of Science, Communication Studies from Arizona State University.
Company email context
Email format at The Burns Investment Group
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*@wellsfargo.com
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Profile bio
About Patrick Burns
Visit our team website at https://fa.wellsfargoadvisors.com/Patrick-Burns/ to learn more about us. My team and I provide customized wealth management services to high net worth individuals, helping to build, manage, protect, and transition their wealth. Our process starts with a conversation - truly listening to our clients, working together to help them identify and prioritize their financial and life goals. We focus on delivering transparent, efficient, and effective investment advice through a plan-first approach. We then help implement those plans, meeting regularly to help maintain focus as life changes and the market moves. We specialize in holistic investment planning and portfolio management for clients who are preparing for, or just entering retirement, as well as clients who are looking for thoughtful strategies to fully address their unique priorities. We can also connect you to additional resources and solutions available through our affiliates including insurance products, trust and estate services*, lending services, and much more.To learn more, please contact me by e-mail at patrick.burns2@wellsfargo.com, by phone at 425-949-0528, or visit our website at https://fa.wellsfargoadvisors.com/Patrick-Burns/This information is intended for use by residents of AZ, CA, CO, CT, FL, HI, IA, ID, IN, MD, MN, MO, MT, NM, NV, NY, OR, TX, VA, and WA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Customer Service, Investment Strategies, Financial Guidance, Wealth Planning, and 4 others.
Current workplace
Patrick Burns's current company
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9 roles
Patrick Burns work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
CurrentVisit our team website at https://fa.wellsfargoadvisors.com/Patrick-Burns/ to learn more about us. My team and I provide customized wealth management services to high net worth individuals, helping to build, manage, protect, and transition their wealth. Our process starts with a conversation - truly listening to our clients, working together to help them.
Feb 2018 - Present
Trustee - Board Of Trustees
Current
Bellevue Arts Museum
Bellevue Arts Museum provides a public forum for the community to contemplate, appreciate, and discuss visual culture. We work with audiences, artists, makers, and designers to understand our shared experience of the world.Bellevue Arts Museum is a space where artists and audiences directly participate in the exchange of ideas, illuminating and enriching.
Jan 2018 - Present
Regional Bank Private Banker
I provided full-service banking services to high value customers and oversaw a portfolio of account relationships. I consulted with customers regarding their financial needs and recommended solutions to meet those needs. Additionally, I resolved inquiries, opened and serviced accounts such as checking, savings, credit/loans and identified investment.
Sep 2016 - Feb 2018
Personal Banker 2
As a Personal Banker I delivered a full range of banking strategies tailored to your unique needs. I partnered and acted as a liaison to Wells Fargo's numerous internal resources. I constantly worked to deepen customer relationships by offering partner services to existing clients, continually built a network of internal and external sources and resources.
Apr 2016 - Feb 2018
Financial Advisor
My team and I worked with high net worth individuals to help build, manage, preserve, and transition their wealth, which is not only investments, but I provided you access to lending and banking products, trust and fiduciary services as well as estate planning and insurance services through our affiliates. We did this by listening to the customer and.
Apr 2014 - Apr 2016
Small Business Specialist
As a Wells Fargo Small Business Specialist, I serviced business banking customers with an emphasis on business products. I acquired, managed and "helped" to grow profitable account relationships with an extensive percentage of moderately complex and medium sized business customers that have annual gross sales of generally less than $2 million. I ensured.
Feb 2011 - Apr 2014
Commercial Helicopter Pilot
Air Photo Inc
Commercial Pilot for aerial photography company
Apr 2010 - Feb 2011
Commercial Pilot/Certified Flight Instructor
Sun Aero Helicopters
Commercial Pilot and Certified Flight Instructor/Instrument Pilot in Chicago IL
Jan 2009 - Feb 2010
1 education record
Patrick Burns education
-
Arizona State University
FAQ
Frequently asked questions about Patrick Burns
Quick answers generated from the profile data available on this page.
What company does Patrick Burns work for?
Patrick Burns works for The Burns Investment Group.
What is Patrick Burns's role at The Burns Investment Group?
Patrick Burns is listed as Sr. Wealth Advisor at The Burns Investment Group.
What is Patrick Burns's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Patrick Burns at The Burns Investment Group.
Where is Patrick Burns based?
Patrick Burns is based in Greater Seattle Area, United States, United States while working with The Burns Investment Group.
What companies has Patrick Burns worked for?
Patrick Burns has worked for The Burns Investment Group, Wells Fargo Advisors, Bellevue Arts Museum, Wells Fargo, and Wells Fargo Advisors, Llc.
How can I contact Patrick Burns?
You can use AeroLeads to view verified contact signals for Patrick Burns at The Burns Investment Group, including work email, phone, and LinkedIn data when available.
What schools did Patrick Burns attend?
Patrick Burns holds Bachelor'S Of Science, Communication Studies from Arizona State University.
What skills is Patrick Burns known for?
Patrick Burns is listed with skills including Customer Service, Investment Strategies, Financial Guidance, Wealth Planning, Business Strategy, Investment Advice, Business Planning, and Insurance Planning.
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