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Our financial advice team


Patrick Lawler, Financial Advisor serving the Scarborough, ME area - Ameriprise Advisors

Patrick Lawler

Financial Advisor

Franchise Owner
Atlantic Wealth Planning Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 14 reviews
See disclosures

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
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Saving for Education
  • Investments
  • Tax Planning Strategies

Education

  • Maine Maritime Academy, Bachelor of Science, Nautical Science and Marine Transportation

Awards & recognition

  • Premier Protection Award, Riversource Life Insurance Company, 2014
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Backcountry hiking and skiing in the White Mountains.
  • I enjoy physical fitness activities like running and biking.
  • Spending time on the ocean with my wife, Melissa, and kids, Anna and Will.

Stay focused, stay committed, stay confident.

Navigating market volatility can be challenging, but staying confident in your financial journey is key. With a well-thought-out investment strategy tailored to your long-term goals and risk tolerance, you can weather any storm. Remember, market fluctuations are a normal part of investing. Staying the course and keeping a long-term perspective is crucial. If you're feeling uneasy, let's review your plan together to ensure it still aligns with your objectives and make any necessary adjustments. Together, we can keep you on track towards achieving your financial goals, no matter what the markets are doing.