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Our financial advice team


Patrick J Shannon, Private Wealth Advisor serving the New Haven, CT area - Ameriprise Advisors

Patrick J Shannon

CRPC, CFS®

Private Wealth Advisor

Vice President
PWI Wealth Partners

An Ameriprise Private Wealth Advisor

21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
203.902.2634
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist

Awards & recognition

  • PWI Wealth Partners, Ameriprise Client Experience Award, 2020-2023

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

  • Spending Time with Family
  • Walking in New Haven or Madison
  • Curacao, Salton Sea, Grand Cayman, & Montreal
  • Water Conservation
  • Coffee
  • City of New Haven's Restaurants