Patrick’s life completely changed while serving in the Army’s 82nd Airborne Division during the Vietnam War. He was injured in combat and was sent to recover in St. Albans Naval Hospital in Queens, NY. There, he met a terrific woman, now his wife Cecile. They have been inseparable ever since. They both are extremely proud of their children and what they have accomplished. Joseph is a physicist, Marie is an attorney and between them both, they have 3 grandchildren: Thomas, Quincy and Isabella Rose whom Pat and Cecile absolutely adore. Family is extremely important to them. They travel the country frequently to visit their family and clients. Pat and Cecile have lived in the Hampton Roads area for over 40 years. They strongly believe in giving back to their community. Please click here for the list of local organizations they support.
Patrick transferred from Clemson University to Texas A&M where he completed his undergraduate degree. Later on he would return to Texas A&M and would earn his Doctorate in Environmental Design. He has taught graduate and undergraduate level classes and has used those skills to help educate his clients since joining Waddell & Reed in 1984.
He is a CERTIFIED FINANCIAL PLANNER™ professional which identifies Patrick as an individual who has met the education and experience standards and who has made a commitment to serving clients with a dedication to ethical standards and professional conduct.
He strongly believes in telling you what he thinks you need to hear, despite what you want to hear.
Patrick has built a strong team, whose advisors include himself and Karen McNabb, his successor, who have a combined 50+ years of experience within the financial services industry. Karen has been working alongside Pat for almost 20 years and works closely with all of Pat's clients. She holds a B.A. from Rutgers University and is also a CFP® professional.
Cecile* has been by Patrick’s side through his Doctorate and business career. If you know Pat, you will shortly know Cecile as well as they are a package deal. She helps handle office operations and administration. She is the first person you will likely speak to when calling into the office.
To round out Pat’s team are Kristen* and Sonia*. They focus on the office administration, client transactions, and technical areas such as online navigation that is available to our clients.
Finances can feel overwhelming. Patrick has over three decades of experience as a financial planner. He has been helping his clients to stay on course, pursue their goals to enjoy life and help provide for their children’s education. He and his entire team are strongly committed to assisting you on how you can pursue your life goals.
*Cecile and Kristen are not employed by LPL Financial, Inc., but act as a non-registered associated persons of LPL Financial, Inc. They are authorized to assist Financial Advisors with approved activities. They are prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition they are not authorized to enter into any contractual obligations on behalf of LPL Financial, Inc. or otherwise bind the firm.
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