As a financial consultant, Pat provides financial strategies for wealth creation, preservation, and estate planning strategies through a broad range of financial products and services. Prior to joining Equitable Advisors in 2006, he practiced law for 4 ½ years. In his time as a practicing attorney, Pat acquired invaluable skills that were easily and quickly transitioned into his current career as a retirement, asset management, and estate planning specialist with Equitable. Working with affluent individuals, professionals and business owners, Pat prides himself on taking the time to understand their specific needs, goals, and objectives. He takes a comprehensive consultative approach when educating clients on the myriad of financial products and services available to them. A properly designed financial program can mean the difference between realizing a comfortable retirement and having to continue to work in your golden years.
By way of educational background, Pat earned his bachelor’s degree in 1997 from New York University and went on to receive a Juris Doctorate from Hofstra University’s School of Law. Prior to joining Equitable Advisors Pat spent four years as a litigation attorney.
Pat has received awards for his exemplary client service and business knowledge. Company awards include National Leaders Corps, Centurion, Circle of Excellence, Hallmark I and Management Development Award in 2012.
His community and heritage is very important to Pat and as such, he is a board member of the United Civic Community Association and the Astoria Homeowners Association, VP of the Queens Columbian Lawyers Association and the Astoria/LIC Kiwanis Club. Pat also actively participates as a member of the Queens UNICO and Polizzi Club. Along with his wife Zdenka and daughter Gabriella, Pat resides in Whitestone, NY.
The named individual offers securities and investment advisory services through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, and offers annuity and insurance products through Equitable Network, LLC and its subsidiaries.
