CFP®, CLTC®, ChSNC®, Series 7 Securities Registrations,1 Series 66 Advisory Registration‡
Patrick focuses on eliminating his clients’ financial worries. His first step is simple: he listens. After gaining an understanding of client concerns, he aims to develop strategies to generate predictable streams of income that support client goals while minimizing the risks that may derail their lifestyle. He launched his career as a financial advisor in 2002 with Morgan Stanley. Seeking an environment and a culture that values relationship building and advising clients in a fiduciary way, he joined Reby Advisors in 2006. He became a part of the Wealth Enhancement Group team through the acquisition of Reby Advisors. His clients include business owners, executives, and families who rely on him to not only develop their financial plans but also advise them on the many issues that arise over a lifetime. Patrick and his wife, Carol Ann, have five children. He lives with his family in Somers, New York, which he enjoys for its balance of small-town feel and proximity to New York City. His hobbies include reading about American history and traveling with his family. He is passionate about learning from everyone he meets.
- BS, Niagara University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certification for Long-Term Care Recipient
- Chartered Special Needs Consultant
The Reby-Doherty Financial Advisory team is located in our Danbury, CT office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ‡ Series 66 registrations held with LPL Financial and Wealth Enhancement Advisory Services.