Patrick Rogers

Patrick Rogers is a Wealth Advisor with Prosperity. Bringing over 15 years of experience in the wealth management industry, he specializes in providing wealth management, investment advisory, risk management, and retirement planning. He primarily serves growing families, business owners, retirees.

Patrick develops customized financial strategies that balance long-term objectives and guide clients through various uncertainties, such as market fluctuations, job transitions, and growing families. Focusing on clear communication and education, he ensures that his clients have the confidence and understanding to make informed financial decisions.

Prior to joining Prosperity, Patrick was a Relationship Manager. His key responsibilities included being the primary point of contact for high-net-worth clients and ensuring that they receive the highest level of customer service and comprehensive advice for all aspects of their financial lives.

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