Patrick Burgess, CFP®

Financial Planner

CONTACT AT

Office: (803) 741 – 0134

Mobile: (803) 603 – 3864 (Call Only)

CERTIFIED FINANCIAL PLANNERTM
Marquette University, ’90 BA, English
University of South Carolina, Darla Moore School of Business – Certificate of Financial Planning, ‘08
U.S. Army Officer, 1990 -1999
Experience in the financial services industry since 2000
SC LH&A Insurance License, Series 6, and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®
Married to Meghan, two sons, Gus and Flynn
Active volunteer in Scouting, the local Sigma Chi chapter, and various non- profits
Enjoys music, spending time with friends and family, and home improvement projects