AP Wealth Management, LLC.

Description

has over eleven years of experience in the securities industry and in financial planning. He gained his initial experience in a large wire-house firm and then combined that expertise with a broader range of financial services within a regional bank. Most recently, Pat joined our firm recognizing that the independent nature of our firm enables him to prioritize client objectives rather than bank initiatives. Pat serves as our director of research helping to ensure that our clients’ portfolios are optimally positioned.

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