Patrick Healey, MBA, CFP®

Patrick Healey, MBA, CFP®

Financial Advisor

Phone: 732-734-0027
Fax: 732-404-1351
E-mail:

Patrick has been in the financial services industry for over 14 years, with extensive experience in investment banking, structured finance and trading. He spent 11 years on Wall Street prior to joining the Dynasty team.

Patrick focuses on working with high net worth individuals, small to mid-size businesses and particularly non-profit organizations. His expertise is in the areas of wealth management, alternative investments, estate and business succession planning and working with charitable organizations on asset preservation, endowment and expense management, and donor education programs.

Patrick’s philosophy: “I strive to be the first advisor contacted for any individual or institutional client need. I seek to constantly deliver advisory services of the highest quality, integrity and suitability. I approach things with a personal touch, so that clients view the experience as collaborative, rather than adversarial.”

Education

New York University Stern Graduate School of Business – Masters in Business Administration – Majors in Finance, Management and Entrepreneurial Studies

College of the Holy Cross – Bachelor of Arts – Major in Economics, Minors in Accounting and German

Kaplan University Certificate in Financial Planning

Professional Designations, Affiliations, Licenses and Registrations

CERTIFIED FINANCIAL PLANNER™

Series 7, 63 and 65 Securities Registrations

Life, Health and Accident Insurance Licenses in NY, NJ and PA

Member of the Beta Gamma Sigma business school honor society

Financial Planning Association

Personal Interests

Lifelong competitive athlete - NCAA Division I soccer at Holy Cross (1992-1996)

International traveler

Avid scuba diver - PADI certified in 2006

Wine enthusiast