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Patrick R Convery, Financial Advisor serving the Toledo, OH area - Ameriprise Advisors

Patrick R Convery

CFP®

Financial Advisor

Clarity Financial Advisors
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 25 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Interests

  • My family and I will be going to Mexico for our daughter ( Jessica's ) destination wedding in July 2021
  • Training for the Full Ironman event in Chattanooga this September
  • This summer we will spend time at home around the pool, which is always enjoyable

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BA in Business Administration, Siena Heights College, Adrian, MI

Community participation

I've been involved with the the Zenobia Shrine organization since 2001. I was chairmen of the Finance committee (2008-2010) for the Zenobia Shrine