Patrick P. Shannon, Sr. , CIMC
Senior Vice President – Investments
Senior PIM Portfolio Manager
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, PA, OR, NY, NV, ND, NC, MT, MO, MN, MD, MA, IL, ID, HI, FL, DE, CT, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1253153
CA Insurance License #: 0A24277
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, PA, OR, NY, NV, ND, NC, MT, MO, MN, MD, MA, IL, ID, HI, FL, DE, CT, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1253153
CA Insurance License #: 0A24277