Specialties
About Me
Patrick J.
Moylan is a Certified Financial Planner™ with Moylan Kropp. In this role, he works directly with clients to understand their needs and concerns in order to develop and implement a customized financial planning strategy designed to achieve their goals. He works specifically in the areas of investment, portfolio management, corporate stock option planning, tax, insurance, retirement planning, charitable planning, and estate planning needs. Patrick is a member of Financial Planning Association and Financial Services Institute. Patrick and his wife, Jennifer, have four children Kiera, Finley, Brendan, and Molly. In his free time, he enjoys spending time with family and friends and attending sporting events, and he likes to golf, fish, hike, and stay physically fit.
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Interests & Hobbies
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Credentials
CFP
Chartered Designations
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Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc. • Member FINRA/SIPC. Advisory Services offered through Osaic Wealth, Inc. Kimberly J. Kropp, Patrick Moylan, Sean Moylan, and Devin Moylan Representatives. Moylan Kropp and Osaic Wealth companies are unaffiliated. Additional advisory services offered through Arbor Point Advisors. Osaic Wealth, Moylan Kropp, and Arbor Point Advisors are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Check the background of this investment professional on FINRA’s BrokerCheck.