A member of Wells Fargo Advisors from 1999-2023, and currently with Wells Fargo Advisors Financial Network. Patrick A. Harding, RICP® has the financial services experience to provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. He enjoys working on complex financial situations and finding effective strategies for each client. Patrick is also a Retirement Income Certified Professional, where he helps clients identify and mitigate retirement risks, minimize tax burden, create sustainable retirement income, and help plan and achieve legacy goals. As a Senior Fundamental Choice Portfolio Manager, it allows Patrick to use his extensive professional experience in investment planning to manage client portfolios in a discretionary manner, utilizing the research recommendations and collective insights of Wells Fargo Securities and external research firms. Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA and SIPC and Wells Fargo Bank, National Association.
Patrick is a graduate of Dominican College, Blauvelt, New York, with a degree in business management and a concentration in finance. As a college intern with Wells Fargo Advisors in 1999, Patrick was offered a position with the company before graduation. Earning his Series 7 Securities registration, and learning the operational and investment planning side of the business just out of college, Patrick became a Financial Advisor. He joined the Carter Wealth Management Group in 2011.
Raised in Rockland County, Patrick, his wife, and daughter, currently reside in Warwick, NY. His interests include bodybuilding, motorcycle riding, CrossFit, boating, traveling, and watching football, especially his favorite team—the New York Jets.