Patrick J. McCarthy

JD*
  • Financial Advisor
  • Financial Services Representative
  • Investment Advisor Representative

In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Areas of focus include retirement strategies, insurance protection, and estate conservation strategies. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.
In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.

QUALIFICATIONS

  • Began working at Barnum Financial Group in 2014
  • Over 20 years in the Financial Services industry
  • Licensed to sell Life, Accident, and Health Insurance*
  • Holds the Series 7, 24, 26, 65, and 66 Securities licenses

PROFILE

  • Graduated from Fairfield University with a Bachelor of Science degree in Accounting
  • Earned a Juris Doctor degree from Quinnipiac University School of Law
  • Loves to golf and spend time with his family
  • Resides in Stony Point, NY with his wife Kerry and their two children Liam and Kaelin

 

I am licensed and registered to offer products and services in various states. Licenses and registrations will vary. Domiciled in NY.

*Licensed but not practicing

Check the background of this investment professional on FINRA’s BrokerCheck