Patrick Calvey
Financial Consultant
Patrick finds fulfillment in building relationships with our clients and enjoys investing time into better understanding our clients' needs. Patrick prioritizes addressing client concerns and is passionate about helping people reach their financial goals. He believes in utilizing the unique strengths of each team member here at SPW to best serve our clientele with thorough financial planning. Patrick's main objective is to create value in the lives of others with the motive to leave a positive impact.
Born and raised in Scranton, PA, Patrick graduated with a bachelor's degree in Finance from the University of Scranton where he served as the captain of the men's basketball team. He has experience in construction management as well as being a licensed barber. Additionally, Patrick owns a real estate investing business. He enjoys fitness, reading, and spending time with family and friends.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Sound Private Wealth is not owned or operated by Equitable Advisors, LLC or its affiliates.
