Patrick Howley IV
Associate Wealth Advisor
Experience and Education
Patrick assists a wealth team that provides clients with personalized wealth solutions, including investment portfolio management, retirement income planning and estate planning, to help them reach their goals.
Prior to joining the firm full-time, Patrick was an intern at Mariner Wealth Advisors.
He has a bachelor’s degree in finance and an MBA from Missouri State University.
Personal Interests
In his free time, Patrick enjoys golfing, hunting, hiking, snowboarding and coaching youth lacrosse.
Patrick’s Office
Insights
Make the Most of Your Retirement Plan Contributions
August 25, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Money Management Strategies for Your College Student or Recent Graduate
August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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Eliminating Guilt from Spending
July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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