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Pat Ingrassia Cfp
Pat Ingrassia Cfp
Vice President-Financial Advisor | Janney Montgomery Scott LLC
Town of Smithtown, New York, United States
Pat Ingrassia Cfp
Summary
Pat Ingrassia is a seasoned Vice President and Investment Officer at Wells Fargo Advisors, bringing over 30 years of experience in the financial services industry. With a strong foundation in finance, Pat specializes in asset allocation, retirement planning, and college education planning. His academic credentials include an MBA in Finance from Long Island University and a BBA from Adelphi University. Throughout his career, he has demonstrated a commitment to helping clients navigate complex financial landscapes, particularly in retirement and estate planning. Pat's extensive background includes a prior role as a Financial Consultant at Merrill Lynch, where he honed his skills in client advisory services. He is known for his strategic approach to investment and his dedication to client education. Based in the Town of Smithtown, New York, Pat is well-versed in the financial needs of local residents and is passionate about empowering them to achieve their financial goals.
Pat Ingrassia Cfp
Work Experience
Vice President-Financial Advisor at
Janney Montgomery Scott LLC
May 2020 - Present
Vice President-Investment Officer at
Wells Fargo Advisors
August 1997 - Present
Vice President-Financial Advisor at
Wells Fargo Advisors
August 1997 - May 2020
Financial Consultant at
Merrill Lynch
April 1990 - August 1997
FInancial Consultant at
Merrill Lynch
April 1990 - August 1997
Vice President-Investment Officer at
Wells Fargo Advisors
Present
Pat Ingrassia Cfp
Education
Adelphi University, Bachelor Of Business Administration (Bba)
January 1975 - January 1979
St. Anthony's H.S.
January 1971 - January 1975
Long Island University, C.W. Post Campus
January 1980 - January 1985
LIU C.W Post, Master Of Business Administration - Mba
January 1985
Certified Financial Planner Board , Cfp Designation
Adelphi University, Bachelor of Business Administration (BBA)
January 1975 - January 1979
Frequently Asked Questions about Pat Ingrassia Cfp
What is Pat Ingrassia Cfp email address?
Pat Ingrassia Cfp's primary email address is *************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Pat Ingrassia Cfp work for?
Pat Ingrassia Cfp is a Vice President-Financial Advisor at Janney Montgomery Scott LLC, a company specializing in Security brokers & dealers.
Where Pat Ingrassia Cfp graduated from?
Pat Ingrassia Cfp holds a degree in Finance from Adelphi University.
How can I directly contact Pat Ingrassia Cfp?
To contact Pat Ingrassia Cfp directly, you can use the email address *************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Pat Ingrassia Cfp?
Pat Ingrassia is a seasoned Vice President and Investment Officer at Wells Fargo Advisors, bringing over 30 years of experience in the financial services industry. With a strong foundation in finance, Pat specializes in asset allocation, retirement planning, and college education planning. His academic credentials include an MBA in Finance from Long Island University and a BBA from Adelphi University. Throughout his career, he has demonstrated a commitment to helping clients navigate complex financial landscapes, particularly in retirement and estate planning. Pat's extensive background includes a prior role as a Financial Consultant at Merrill Lynch, where he honed his skills in client advisory services. He is known for his strategic approach to investment and his dedication to client education. Based in the Town of Smithtown, New York, Pat is well-versed in the financial needs of local residents and is passionate about empowering them to achieve their financial goals.
Pat`s contact details
*************@wellsfargoadvisors.com
**********@janney.com
Colleagues
Senior Vice President/Wealth Management
Senior Vice President/Wealth Management, Certified Financial Planner(TM)
Senior Vice President
Senior Vice President/Complex Manager
Vice President of Investments
Executive Vice President/Wealth Management
Senior Vice President / Investments, Financial Advisor
First Vice President / Financial Advisor, CFP
Vice President/Investments, Financial Advisor
Executive VP investments