Patrick Burns
About
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Patrick Burns, CSRIC™
Senior Vice President – Investment Officer
Patrick Burns is a financial advisor in the greater Seattle region specializing in long term planning and asset allocation advice. In this role, Patrick provides guidance and strategic direction for clients looking to plan for retirement, grow, protect and transition their wealth. Patrick works with clients to deliver comprehensive, custom, diversified portfolio investment strategies.
Before joining Wells Fargo Advisors, Patrick was a licensed Premier Banker, working with clients as a part of a wealth management team primarily focusing on the liabilities side of their balance sheet. Through that experience, Patrick has developed a systematic approach to mitigating and protecting downside risks. Clients say Patrick has a special talent for helping others reach their goals by translating complex issues into simple, understandable concepts.
In 2023, Patrick was honored to be recognized as one of the 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State.
In his community, Patrick is proud to serve on the advisory council for the Bellevue Arts Museum since December 2020 and a former Board of Trustee member since January of 2018. He also uses his free time to volunteer with local non-profits such as Fair Vote Washington. Patrick earned his bachelor’s degree from Arizona State University. In addition to his Series 7, 63, and 65 licenses, he also holds insurance licenses for Life and Long Term Care, and has a CSRIC designation – Chartered SRI Counselor.
Patrick and his wife, Kristina, along with their daughter, Adelaide, live in Lake Forest Park, Washington. They enjoy hiking, camping, and traveling to spend time with extended family.
The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Before joining Wells Fargo Advisors, Patrick was a licensed Premier Banker, working with clients as a part of a wealth management team primarily focusing on the liabilities side of their balance sheet. Through that experience, Patrick has developed a systematic approach to mitigating and protecting downside risks. Clients say Patrick has a special talent for helping others reach their goals by translating complex issues into simple, understandable concepts.
In 2023, Patrick was honored to be recognized as one of the 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State.
In his community, Patrick is proud to serve on the advisory council for the Bellevue Arts Museum since December 2020 and a former Board of Trustee member since January of 2018. He also uses his free time to volunteer with local non-profits such as Fair Vote Washington. Patrick earned his bachelor’s degree from Arizona State University. In addition to his Series 7, 63, and 65 licenses, he also holds insurance licenses for Life and Long Term Care, and has a CSRIC designation – Chartered SRI Counselor.
Patrick and his wife, Kristina, along with their daughter, Adelaide, live in Lake Forest Park, Washington. They enjoy hiking, camping, and traveling to spend time with extended family.
The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.