CoverProfile

Patrick Dwyer

Managing Director

NewEdge Wealth

United States, Florida, Miami

About Me

As Managing Director, Patrick is responsible for driving growth at NewEdge Wealth. Prior to joining NewEdge Wealth, Patrick served as a Managing Director at Silicon Valley Bank and a Private Wealth Advisor at Merrill Lynch Private Bank. He has earned numerous accolades, including Forbes #1 Florida “Best-In-State Wealth Advisors”, Forbes #5 in America’s Top Wealth Advisors, Barron’s #4 Top Private Wealth Advisory Teams, Barron’s Top 100 Financial Advisors in America, and Financial Times Top 400 Financial Advisors. Patrick serves as a leader for a number of charitable organizations in South Florida. He serves as a governing board director for both the N

View more

Profile Information

Managing Director

NewEdge Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Miami

Florida

United States

Jul 24, 2024

Work Experience

NewEdge Wealth

Managing Director
Oct 2021 - Present
Email: pdwyer@newedgecg.com

More profiles to browse

Profile Photo
Glen Mintz
Managing Director, Portfolio Manager
SB
Stephen Bell
Managing Director
Profile Photo
Robin Petty
Managing Director, Wealth Strategy
Profile Photo
Claudio Ravinet
Managing Director - NewEdge Wealth

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation