Advisor profile


My approach

Patrick Cummings - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Patrick Cummings - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Business Retirement Plans
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Chartered Retirement Planning Counselor SM

Education

  • Finance, Auburn University 2000

Interests

  • My wife Meredith and I love to spend time with our dog Kate
  • Traveling with my wife Meredith
  • New Orleans Saints Football
  • College Football and Basketball
  • Iron Tribe Fitness workouts
  • Blue Dog Art
  • Spending time in Sarasota, FL

Community participation

National Multiple Sclerosis Society Alabama Chapter

  • 2017 Volunteer of the Year
  • 2013 Central Alabama Volunteer of the Year
  • 2013 Birmingham MS Leadership Class Chair
  • 2004 State Volunteer of the Year
  • Alabama - Mississippi State Board of Trustees member
  • Scholarship Advisory Board
  • Multiple Year Children's Camp Counselor
  • National Multiple Sclerosis Society Leadership Award recipient

Court Appointed Special Advocates for Children of Alabama, Volunteer

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Ameriprise Chairman's Advisory Council, 2018, 2019, 2020
  • Ameriprise Circle of Success, 2007, 2008, 2010 - 2020
  • Ameriprise Diamond Ring Club, 2018
  • Ameriprise Client Experience Award, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.