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Why We’re Different

About Patrick Scanlan

Patrick Scanlan

Associate Wealth Advisor

Earnest and genuine Patrick brings an authentic and personable approach to all his clients. With over five years of experience in the financial industry He believes that education is an important part of any professional relationship. He not only thinks it’s important to educate his clients but also is passionately motivated to continually educate himself in order to comfortably and confidently share his expertise. With extensive resources and his interpersonal style, he is confident and competent to help and serve those that need solutions to all their short- and long-term financial success. Compassionate and friendly, Patrick strives for the highest standards of integrity and trust and is a true believer in servant leadership.