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Patrick Kramer

  • Financial Planner

“I am committed to my philosophy that everyone deserves access to high quality, sound financial advice and guidance. I deliver on this commitment utilizing a unique consultative process that leverages the very best in financial education, behavioral finance, financial planning, and best in class financial solutions. My 20+ years of industry experience enables me to understand the challenges you face today and into the future. Partner with me and my team to build a uniquely tailored solution to protect, grow and distribute your personal and family wealth.”

Patrick Kramer started his career in financial services in 1997 with First Union Securities. During his tenure there he served in several client facing capacities while also attaining his FINRA series 6, 63, 65, 7, 24, 9, & 10 as well as his life and health insurance licenses. In 2000, Patrick transitioned to Fidelity Investments as a financial advisor in their flagship Manhattan office. In 2006, he began to take on national director and vice-president roles within Fidelity’s Personal and Workplace Investments division. In 2014, he had the opportunity to work for and represent Fisher Investments as their Regional Vice President in the Carolinas, introducing high net worth clientele to the firm.

Patrick began working for Prudential Advisors managing their Charleston office in 2016. In this role, he was tasked with building and leading a team of advisors. In short order he built a group of talented advisors which earned him an invite to Prudential’s 2017 President’s Conference. Patrick joined Mass Mutual South Carolina in 2018 and began working as an independent fiduciary advisor with Family Financial in 2020.

Patrick holds his B.S. and an M.B.A. from the University of Maryland’s Smith School of Business. Patrick married his wife Taryn at Patriot’s Point in Mount Pleasant in 2007 and they fell in love with the area. They moved to the Charleston area in 2010 and they currently reside in Mount Pleasant with their three children Olivia, Jack, and Benjamin.

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

Check the background of this registered representative on FINRA’s BrokerCheck  

 

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Patrick Kramer

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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