A plan for today, tomorrow and generations to come

• CA
• CT
• DC
• FL
• GA
• HI
• IL
• MA
• MD
• NC
• NH
• NJ
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• WA

Pat has been advising individuals and families for more than four decades, building his practice around enduring relationships, thoughtful advice and a deep understanding of each client’s financial life. He founded the Fitzpatrick Wealth Management Group and today works with clients and their families to navigate complex financial decisions and preserve wealth across generations.

Pat began his career with E.F. Hutton in 1983 and joined UBS in 2007. He earned the UBS Wealth Advisor designation in 2010 for his ability to address the complex needs of high-net-worth individuals. He holds the FINRA Series 7 and 66 securities licenses, as well as applicable insurance licenses, and earned a B.S. in accounting from the State University of New York at Albany. Pat and his wife have four children and five grandchildren and have lived in Kings Park, NY for more than 30 years. In his spare time, he volunteers as a coach for children with special needs.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Director’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• State University of New York College at Albany, B.S. Accounting

• Wealth Advisor

• CA
• CO
• CT
• DC
• FL
• HI
• IL
• MA
• MD
• NC
• NH
• NJ
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• WA

Patrick advises individuals and families on comprehensive wealth management, helping clients make thoughtful financial decisions and preserve wealth across generations. His approach integrates investment strategy and financial planning around each client’s needs, priorities and long-term goals.

A CERTIFIED FINANCIAL PLANNER™ professional, Patrick joined the Fitzpatrick Wealth Management Group in 2017 after completing the UBS Inter-Generational Advisor Program. He holds the FINRA Series 7 and 66 securities licenses, as well as applicable insurance licenses. Patrick earned a B.A. in biology from the State University of New York College at Geneseo and lives in Nissequogue, NY with his wife and five children.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• State University of New York College at Geneseo, B.A. Biology

• CERTIFIED FINANCIAL PLANNER
• Chartered SRI Counselor

• NY

Phil joined the wealth management industry after building a successful career in business development and financial technology sales. With fourteen years of B2B sales experience, he worked with businesses of all sizes across local and national markets on behalf of leading banks and payments companies. His experience working closely with businesses gives him a unique perspective on the financial, operational, and strategic challenges that business leaders face.

As a Client Associate, Phil Leverages his background in relationship management, financial analysis, and consultative planning, to serve as a valuable resource to business owners by helping them think strategically and make informed financial decisions with confidence.

Phil holds the FINRA Series 7 and 66 securities licenses and is dedicated to continuous professional growth and staying current on market trends and planning strategies. He earned a Bachelor's degree in English from Fordham University and resides in East Northport, New York, with his wife, Kerrin, and their dog, Bogey.

• Fordham University, B.A. English

• FL
• NY

With nearly four decades of financial services experience, Trisha is a trusted resource for clients of the Fitzpatrick Wealth Management Group. She manages the team’s administrative responsibilities and works closely with clients on their ongoing account and service needs. Her experience, responsiveness and personal approach have helped her build longstanding relationships with many of the families we serve.

Trisha began her career with E.F. Hutton and holds the FINRA Series 7 and 63 securities licenses. She lives in Sayville, NY with her husband and enjoys spending time with their daughter.