Patrick Dill

With more than eight years of experience in financial planning and investment management, Patrick Dill has the accumulated knowledge and perspective to help you with your financial goals. Patrick understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Patrick will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Patrick endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.

Based on what he learns about you and your goals and an analysis of the current financial markets, Patrick designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Patrick puts it into action and seeks opportunities to adapt to life changes and new goals.

Patrick began his career in financial services in 2018 and previously spent six years with Hartford Funds and American Portfolios. Today, Patrick provides comprehensive financial planning and business owner-focused strategies, including retirement plan design, tax-efficient compensation planning, risk management and investment management solutions and more through Raymond James.

A native of Mechanicsburg, Pennsylvania, Patrick now resides in Springfield. He is a member at Saint Francis of Assisi Parish in Springfield and is currently participating in the CFA Program as a CFA Level II Candidate. Away from the office, Patrick enjoys playing golf, basketball and spending quality time with family and friends.