Patrick J. Moriarty

Patrick J. Moriarty

Investment Advisor Representative

Patrick Moriarty is an independent financial professional committed to helping his clients in retirement and insurance planning. Patrick utilizes various strategies to help his clients improve their investment potential, reduce financial risk, and help preserve their estate for their heirs.

Drawing on an economics degree from the University of Maryland, and his 25 years of experience in the financial service industry, Patrick has gained a unique perspective on tending to his clients individual needs and concerns. His goal is to assist his clients to obtain financial wellbeing, while helping them manage risk against life’s unforeseen events.

Patrick has worked and consulted with major organizations such as Wells Fargo, Smith Barney and Merrill Lynch. Over the years, Patrick has helped hundreds of his clients implement plans in the areas of Insurance, Investments, Retirement Income, and Estate Planning. This broad base of knowledge and client experience puts him in demand to provide independent advice and direction on:

  • Retirement Income Planning
  • Competitive Returns with No Market Risk
  • Tax Efficient Investments
  • Wealth Transfer Strategies

Married for 23 years to his wife Marian, the Moriartys enjoy traveling and spending time with their two active and accomplished children. Patrick is an active member of the Columbia community and a longtime member of Saint Patrick’s Catholic Church and the Argyle County Club. He considers his service to others to be one of his greatest passions.

Phone 410-599-3300