Patrick Howley III, CFP®

Director & Senior Wealth Advisor

Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Pat develops comprehensive wealth plans designed to help clients achieve their long-term financial objectives. Prior to joining Mariner, he was a principal at Moneta Group. He also spent more than two decades as an advisor and branch manager at A.G. Edwards & Sons, Inc. Before he began his financial services career, Pat played professional soccer in Denver and St. Louis.

He has a bachelor’s degree from Quincy College and an MBA from Saint Louis University.

Accolades

Patrick was named to the Forbes’ Best-In-State Wealth Advisors list, ranking #7 in Missouri – St. Louis in 2024 and #8 in 2023 and 2022.

Personal Interests

While at Quincy College, Pat played soccer and was recognized as a four-time National Association of Intercollegiate Athletics (NAIA) Champion. He is also a member of the Quincy Hall of Fame and was inducted into the Saint Louis Soccer Hall of Fame in 2016.

Pat’s Office

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 and 2023 were published in April 2022, 2023 and 2024 and were based on June 30th data, including 1- and 5-year periods. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com

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