Patrick Larkin, CIMA® ,CFP®

Patrick Larkin, CIMA® ,CFP®

Senior Vice President - Investment Officer

With over a decade of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.

I began my financial services career as a Financial Advisor with A.G. Edwards & Sons in Leesburg, VA in 2002 where I worked until the company was acquired by Wells Fargo Advisors.  With an emphasis on continuing education, I have earned the CERTIFIED FINANCIAL PLANNER designation while completing the certificate of Financial Planning from Georgetown University.  I have also earned the CERTIFIED INVESTMENT MANAGEMENT ANALYSTdesignation while completing the required coursework at Wharton Business School.  For both of these designations, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.  These designations help me fulfill my mission of providing objective and timely financial advice and guidance – with the highest level of professional service – in building and preserving wealth for my clients.

I share my experience and expertise with my colleagues through my membership of the Financial Planning Association and Investment Management Consultants Association.   I am also active in the local community through my membership in the Leesburg Daybreak Rotary club where I have held the position of Treasurer and Board Member.

I live in Leesburg, VA with my wife, Angela and our two children, Paige and Sean.

Phone 703-443-6259 or 844-604-4421
Fax 703-777-2697