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Our financial advice team


Patrick J Skelly

Patrick J Skelly

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Ferreira Wealth Group
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Insurance
  • Investment Management
  • Retirement Income Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Family Finances
  • Wealth Preservation Strategies

Interests

  • Fishing
  • Hiking
  • Kayaking
  • Golfing
  • Biking

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Central Connecticut State University, BS Business Management, 2008

Previous experience

  • Financial Service Associate, People's United Bank, NA, 2012-2016
Newsletter

to receive my newsletters and other financial and market information

Community participation

  • Member of Shoreline Chamber of Commerce