Itineris Partners Wealth Management
Pat received his Bachelors and Masters in Accounting in 2001 from the University of Florida. The first part of his work career was spent in both public accounting and corporate finance for over 8 years. In 2010, Pat started working directly with clients in the financial services industry, as a financial advisor, earning his CFP® mark in 2013. Pat was born and raised in Miami, Florida and has been living in Charlotte since 2001. He currently lives in South Charlotte with his wife Sarah and his two boys, Nate and Nick. Outside of work, Pat spends a lot of time coaching his kids in various sports, playing golf, and cooking. He has been involved in Rotary for over 8 years, and is currently a member of the Ballantyne Rotary Club. Pat was also on the planning committee for the March of Dimes Chef Auction Event for over 5 years.
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Itineris Partners Wealth Management is a separate entity from WRI.
Waddell & Reed is not affiliated with any other entities referenced. (09/20)