About Patrick Fennelly
Patrick began his career at Morgan Stanley in 2006 and obtained the CERTIFIED FINANCIAL PLANNER DESIGNATION® shortly thereafter. He is a Senior Portfolio Management Director, the highest internal designation given to Portfolio Managers at Morgan Stanley, and has been named on of Forbes Best-in-State Wealth Advisors in 2021, 2022, 2023, and 2024. He was also named to Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State 2018, 2019, and 2020.
A Milwaukee native, Patrick attended Marquette University High School and received his bachelor’s degree from Marquette University. Outside of the office, he enjoys giving back to the city that he loves. He serves as Vice Chairman on the Penfield Children’s Center Board of Directors, trustee on the Notre Dame School of Milwaukee Board of Directors and is President of the Historic Water Tower Neighborhood Association. He is also past President of the Milwaukee Chamber Theatre Board of Directors.
At home, he and his wife Julia enjoy cooking, entertaining and taking walks with their dog Graham through Lake Park.
2018 - 2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018 - 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: IL, FL, UT, GA, ME, IA, DC, CA, TX, MI, MD, MA, DE, AZ, NC, IN, HI, AL, OR, NJ, ID, CT, VA, MT, PA, OH, NY, MN, AR, VT, TN, NV, CO, WA, SD, WY, WI, NM, KY, KS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1494464