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Pat Ingrassia Cfp

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Pat Ingrassia Cfp

Vice President-Financial Advisor | Janney Montgomery Scott LLC

Town of Smithtown, New York, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Pat Ingrassia Cfp

Work Experience

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Vice President-Financial Advisor at

Janney Montgomery Scott LLC

May 2020 - Present

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Vice President-Investment Officer at

Wells Fargo Advisors

August 1997 - Present

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Vice President-Financial Advisor at

Wells Fargo Advisors

August 1997 - May 2020

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Financial Consultant at

Merrill Lynch

April 1990 - August 1997

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FInancial Consultant at

Merrill Lynch

April 1990 - August 1997

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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

mail

*************@wellsfargoadvisors.com

**********@janney.com

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