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Patrick Crowley
Director Of Wealth Strategies at Strategic Financial Partners
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Work Experience
Director Of Wealth Strategies
Jan 2017 - Present · 7 years and 11 months
Advanced Sales Consultant
Present
Metife
Regional Advanced Markets Director
Nov 2011 - Jul 2016 · 4 years and 8 months
Company Details
Strategic Financial Partners helps individuals, families, business owners and professionals develop expertly-tailored financial strategies. We provide the experience you need to use investment and insurance products confidently to create, preserve and distribute your wealth. Our Vision: to excel in our role as one of the industry’s premier distribution organizations that is known for professional advisors who deliver holistic solutions through a process-driven approach. Our Strategy: Holistic Approach—Each Financial Services Representative is backed by a team of specialists in investments and insurance who bring different points of view to your financial affairs. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions. Teams—We are known for our unparalleled commitment to building highly effective advisory teams. Advisors who are part of teams see client situations from multiple perspectives leading to more comprehensive planning and a higher quality client experience. Culture—We are known for our entrepreneurial culture, a place where advisors come to build their practices by delivering advice and guidance tailored to meet the needs of individuals, families and small businesses. _____ Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). 949 South Shady Grove Road, Suite 300, Memphis, TN 38120. 901.767.5951.
Year Founded
2006
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Retirement & Financial Planning
HQ Location
Various Locations, US
Keywords
Protection StrategiesRetirement PlanningEstate and Legacy PlanningCollege Education PlanningWealth ManagementBusiness Planning Servicesand Business Planning Services
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