Patrick Shovlin

  • Financial Planner
  • Investment Advisor Representative

As a Financial Planner, Patrick services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Patrick can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.

Qualifications

  • Holds his Series 7, and 63 Securities License
  • Licensed to sell Life, Accident & Health insurance
  • Graduated from Michigan State University with a major in Finance and a minor in Insurance & Risk Management

Personal

  • Currently a member of Finance Association
  • Born and raised, and currently resides in Commack, New York
  • In free time enjoys playing/watching sports and traveling

 

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

I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.SIPC.com). 6 Corporate Drive Shelton, CT 06484. 203-513-6000

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