Patrick has been an experienced advisor for 16 years and has achieved tremendous success with multiple, major institutions. He holds a bachelor's degree from the University of North Carolina at Chapel Hill, a law degree from Thomas Jefferson School of Law, and advanced educational certifications from Stanford and Yale University. Additionally, Patrick has his Series 66, as well as his life, health, and property & casualty licenses. Prior to financial services, Patrick was the General Manager for an arenafootball team and worked in sports management all throughout college.
Now settled full-time back in the Carolinas, Patrick has a passion for helping clients understand and navigate the financial markets and realize their long-term goals. Patrick is an active member in the community, with past involvement on the YMCA Board of Directors, Habitat for Humanity, and March of Dimes. When not assisting his clients, Patrick loves traveling with his family. He is also an avid golfer and loves watching UNC sports with his twins.
If you are planning for retirement, navigating the markets, and/or want someone who has a tremendous amount of experience in all facets of financial services, including life, health, and property & casualty insurance, Patrick and the resources of his valuable team at Masonboro Advisors are here to assist you!