Patrick White - Financial Advisor
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Patrick White joined CONCERT in 2009. Prior to that, he worked at Merrill Lynch, Dean Witter, Paine Weber, and UBS (after it purchased Paine Weber) managing money for individuals and corporations. Patrick’s interests include golf and all sports. He specializes in growth and income stocks and helping clients achieve the best returns. Patrick’s approach to client needs combines his knowledge and experience with a desire to develop long-term personal relationships built on trust.
1047 El Camino Real, Suite 204 |
