A plan for today, tomorrow and generations to come

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Pat started his career in 1983 with E.F. Hutton and remained there through several mergers/combinations until 2007 when he joined UBS. This extensive experience has influenced the way he runs his practice today. Communication has always been a significant component of our practice. It is through meetings and detailed phone calls that we can review your progress, adjust solutions and keep apprised of your needs and goals. Financial planning provides the structure to confirm that we are on target to reach your financial goals. UBS has comprehensive plans that address the complex factors that arise in financial planning and they have proven to be very valuable for our clients.

Pat holds the FINRA Series 7 and 66 securities licenses, as well as licenses for life, accident and health insurance, and variable annuities. He received the Wealth Advisor designation from UBS in 2010 for his ability to meet the complex needs of high net worth individuals. He graduated from State University of New York College at Albany with a B.S. in accounting. Family is of the utmost importance to Pat. He loves spending time with his wife, his four children and two grandchildren. He has been a resident of Kings Park, NY for over 30 years. In his spare time, Pat volunteers as a coach for children with special needs.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2024The 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.

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

• Wealth Advisor

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

Patrick joined the Fitzpatrick Wealth Management Group as a Financial Advisor in 2017. Prior to joining the team, Patrick completed the exclusive UBS Inter-Generational Advisor Program, a two year preparation for his role as a Financial Advisor. As a financial planning specialist, his focus is on helping our clients prepare for retirement, estate and wealth transfer planning, liability management, insurance and charitable giving strategies.

Patrick has completed some of the most rigorous training in the investment industry including the CFP® Certification Examination. He holds the FINRA Series 7 and 66 securities licenses, as well as licenses for life, accident and health insurance, and variable annuities. He earned a B.A. in biology from State University of New York College at Geneseo. He lives in Smithtown, NY with his wife and four children.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

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

• CERTIFIED FINANCIAL PLANNER®
• Chartered SRI Counselor℠

• FL
• NY

Trisha started her career in the financial service industry more than 34 years ago at EF Hutton. She has her Series 7 and 63 securities licenses. Trisha provides administrative support and over the years has built strong client relationships. Trisha, her husband and daughter reside in Sayville, NY.