Patrick has a passion for business, developing deep relationships and helping clients achieve their financial goals and dreams. He works hard to provide in-depth solutions for all of HighMark’s clients, building comprehensive financial plans, portfolio management and client specific risk analysis. For clients, Patrick is a constant point of contact with an unparalleled work ethic. Patrick received his BA in Financial Management from the University of St. Thomas, Opus College of Business and earned his certificate in Financial Planning from Boston University. Patrick is a Certified Financial Planner[CFP] and Accredited Investment Fiduciary [AIF]. A Minnesota native, Patrick is an enthusias
Patrick J. Sullivan
Partner, Wealth Strategist
HighMark Wealth Management
United States, Minnesota, St. Paul
About Me
Profile Information
Partner, Wealth Strategist
HighMark Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
St. Paul
Minnesota
United States
Aug 19, 2024
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