As owner and co-founder of Paladin Wealth Partners, Pat is responsible for providing strategic direction for the team and leading the practice’s asset allocation and portfolio management efforts. He also leads the Paladin Wealth Partners investment committee. Pat is CERTIFIED FINANCIAL PLANNER™, demonstrating his specialized knowledge in individual and family financial planning with an emphasis on retirement income planning and estate planning. Pat also has extensive experience working closely with business owners to implement qualified retirement plans, as well as succession planning and liquidity events. Pat’s greatest goal is for clients to trust him and his team with every matter that money touches.
Pat began his career in the financial planning field in 1990, joining Merrill Lynch as a Wealth Management Advisor, eventually reaching the role of Vice President. In 2008, after 18 years with the firm, Pat joined UBS Financial Services, Inc., as Senior Portfolio Manager, Wealth Advisor and First Vice President. In 2018, he founded Paladin Wealth Partners and joined Raymond James.
Pat graduated from Fitchburg State University with a B.S. in business administration, as well as an MBA. In addition to his academic experience, Pat has devoted over 23 years to active military service in the US Army, serving in the Regular Army and continuing his service as a Major in the Army National Guard. Pat has been a member of Rotary International since 1990 and is a member of the East Longmeadow Rotary Club, having served as both a past president and director. He has also served as a director of the East Longmeadow Rotary Memorial Scholarship Foundation, Inc. since 1992. Pat has served as a charter member and past president of the Pioneer Valley USO, and has coached numerous youth sports and AAU basketball teams, and is an active member of Saint Mary’s Church.
Originally from Leominster, MA, Pat lives in Longmeadow. When he’s not at the office, Pat enjoys spending time with his three grown daughters and grandson, as well as training his German Shepherds. He also enjoys staying physically fit, spending time in the great outdoors, riding his motorcycle and studying history.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.