Patrick Burns Email and Phone Number
Patrick Burns work email
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Patrick Burns personal email
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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
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Sr. Wealth AdvisorThe Burns Investment GroupSeattle, Wa, Us
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Senior Financial AdvisorWells Fargo Advisors Feb 2018 - PresentSt. Louis, Missouri, UsVisit 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.
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Trustee - Board Of TrusteesBellevue Arts Museum Jan 2018 - PresentBellevue 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 their joint experience of art, craft, and design.BAM is one of few museums that grew out of an art fair. Started by a handful of dedicated volunteers, the first fair was held in 1947 and eventually led to the founding of the Museum in 1975. After undergoing a series of transformations, BAM opened the doors to its first permanent home, designed by renowned architect and Washingtonian Steven Holl, in 2001. Exclusively dedicated to art, craft, and design since 2005, the Museum has grown to be an important contributor to the region's cultural vibrancy and a leading institution in its field. The Bellevue Arts Museum ARTSfair continues to be a core community program, celebrating its 70th anniversary in 2016.
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Regional Bank Private BankerWells Fargo Sep 2016 - Feb 2018San Francisco, California, UsI 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 opportunities. 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 to further enhance the customer experience and meet customer's needs. -
Personal Banker 2Wells Fargo Apr 2016 - Feb 2018San Francisco, California, UsAs 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 to further enhance the customer experience and meet customer's needs.
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Financial AdvisorWells Fargo Advisors, Llc Apr 2014 - Apr 2016St. Louis, Missouri, UsMy 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 identifying the goals that are unique to them, then we tailored our approach to help meet their goals while constantly monitoring and updating our plan as they went through life's many changes.
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Small Business SpecialistWells Fargo Feb 2011 - Apr 2014San Francisco, California, UsAs 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 the overall success & growth of customers' businesses by deepening relationships of existing customers and through the acquisition of new relationships. In order to fully understand my customers' business goals, strategies, and challenges, I developed significant depth of knowledge of their needs and assisted their growth to become more profitable and financially successful. I also partnered with other bankers and lines of business to deliver the full complement of Wells Fargo products and services. A bulk of needs were met by structuring and completing secured and unsecured business loans and lines of credit, accounts, payroll, merchant, and online services as well as business insurance.
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Commercial Helicopter PilotAir Photo Inc Apr 2010 - Feb 2011Commercial Pilot for aerial photography company
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Commercial Pilot/Certified Flight InstructorSun Aero Helicopters Jan 2009 - Feb 2010Commercial Pilot and Certified Flight Instructor/Instrument Pilot in Chicago IL
Patrick Burns Skills
Patrick Burns Education Details
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Arizona State UniversityCommunication Studies
Frequently Asked Questions about Patrick Burns
What company does Patrick Burns work for?
Patrick Burns works for The Burns Investment Group
What is Patrick Burns's role at the current company?
Patrick Burns's current role is Sr. Wealth Advisor.
What is Patrick Burns's email address?
Patrick Burns's email address is st****@****ail.com
What schools did Patrick Burns attend?
Patrick Burns attended Arizona State University.
What are some of Patrick Burns's interests?
Patrick Burns has interest in Exercise, Reading, Economics, Watching Auto Racing, Sports, Golf, Watching Sports, Cooking, Electronics, Outdoors.
What skills is Patrick Burns known for?
Patrick Burns has skills like Customer Service, Investment Strategies, Financial Guidance, Wealth Planning, Business Strategy, Investment Advice, Business Planning, Insurance Planning.
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