Patrick Rogers has over 10 years of experience working with high net worth individuals, local business owners, and families. Patrick helps to provide strategic advice and custom strategies to clients in a number of areas some being; risk management, retirement planning, and investment management. Patrick and the team have focused on relationships with closely held business owners, corporate executives, and physicians.
Patrick held the role of Financial Professional at AXA Advisors LLC, and Investment Consultant at Scottrade Inc. where his top priorities were developing and managing relationships to provide a seamless client experience.
Patrick currently holds his Series 7, 63 as well as Life, accident, and Health Insurance licenses.
Check the background of this financial professional on FINRA’s BrokerCheck.
Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.
Securities offered through APW Capital, Inc., Member FINRA/SIPC
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211.
Advisory and financial planning services offered through EisnerAmper Wealth Management & Corporate Benefits, LLC.
EisnerAmper Wealth Management & Corporate Benefits, LLC and APW Capital, Inc. are unaffiliated.