About

Patrick Shannon Sr. is in his third decade as an investment professional. Long-term relationships are a point of pride for Patrick, and his custom planning and investment solutions for clients often involve multiple generations within families, as his commitment to these relationships are the foundation of his business. The financial well-being of clients is Patrick’s top priority, and the trusted, enduring relationships with them his reward.

As a Senior Vice President – Investment Officer, Patrick’s comprehensive, client-focused approach to investment planning encompasses socially responsible investing, retirement strategies, asset preservation strategies, and wealth transfer. Delivering exceptional customer service is Patrick’s passion, and he is supported by a team of Wells Fargo Advisors client services experts, investment product specialists, and investment thought leaders whose professionalism and experience allow him to help create and execute investment strategies and solutions for all clients. True to his Midwestern roots, Patrick has never known a stranger, and he understands that wealth is not just about portfolio performance, but also how you achieve your own personal milestones and life goals. Patrick takes a personal approach with uniquely tailored investment strategies, whether for individuals, families, or institutions.

The Shannon family lives in Oakland, California, and Patrick is a proud father and husband. Fly fishing, jazz, and the San Francisco Giants are equal pleasures, and he is a longtime supporter of numerous environmental organizations, reflecting his lifelong love of nature.
Patrick holds the Certified Investment Management Analyst certification, from the Investments and Wealth Institute. This credential is designed specifically for financial professionals seeking competency as an advanced financial consultant - as well as the Series 7, 63, and 65 FINRA registrations.

Registered States: TX, CA, WI, WA, VA, UT, TN, SC, PA, OR, NY, NV, NJ, ND, NC, MS, MT, MO, MN, MI, MD, MA, ID, HI, FL, DE, CT, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1253153
CA Insurance License Number: 0A24277 Resident State CA

Patrick, Jr. is a fourth-generation financial services professional and a proud fifth generation born San Franciscan. He spent his childhood in beautiful Redding, CA where he adopted a true love of the outdoors.

Patrick, Jr. graduated from Sacramento State University. After college graduation, Patrick followed in the family footsteps and joined the financial industry, working with Franklin Templeton Investments in Sacramento. He spent the first four years of his career there, where he worked primarily with actively managed investments and mutual fund strategies. In 2015, he joined BlackRock, one of the largest asset management companies in the world, working with their iShares franchise in San Francisco. There, he garnered insight from over 2,000 financial advisors, working mainly with passive investments and Exchange Traded strategies. Throughout his thirteen years in the industry, Patrick has acquired his Series 6, 7, 63, 66 registrations and his California and other state’s Insurance Licenses.

In early 2017, Patrick joined his Father. Prior to this, it had always been a dream for Patrick and his Father to create a family business where they served other hard working families. With the creation of their professional team, they are well positioned to do so. They firmly believe their team understands client’s specific needs and goals, through enlightened collaboration and investment planning. They are successful at serving multi-generational families; in part, because they are a multi-generational group.

During Patrick’s free time, he lives an active lifestyle. A few hobbies he enjoys include hiking, fishing, cooking, traveling, and playing basketball. Patrick lives in Sacramento, where he is close to many family members. Patrick, Jr. strongly feels the most important thing in life, is to spend time with your closest friends and family.

California Insurance License Number: 0M21193 Resident State CA

Registered States: TX, CA, WI, WA, VA, UT, TN, SC, PA, OR, NY, NV, NJ, ND, NC, MS, MT, MO, MN, MI, MD, MA, ID, HI, FL, DE, CT, CO, AZ; General Securities Representative; Investment Financial Advisor
NMLS#: 1685003
California Insurance License Number: 0M21193  Resident State CA