Patrick Lenahan
My Story and Services
Pat was born into the business, following in his father’s footsteps as a Financial Advisor. He knew at a young age this industry was for him, most of his summer jobs and internships were at brokerage firms. He partnered up with his father for many years and is now running the business by himself.
His approach to helping clients is simple, he wants to help clients accumulate, preserve and transfer wealth. Not only does he provide clients with advice, but he looks out for them and seeks to protect them with quality service. He has a disciplined approach to investing when it comes to making buy and/or sell decisions. His slogan has always been, “Wall Street Insight with Main Street Values."
Pat attended Bentley College and King’s College. He holds his Series 7, Series 65, Series 63, and series 31 professional licenses, as well as Financial Planning Specialist, state insurance and mortgage licenses.
When Pat is not working, he loves spending time with his wife of fifteen years, Nicole, and his two-year-old daughter, Aislin. Pat and his wife enjoy traveling, dining out, and going to breweries. They also love to play golf, disc golf, and go mountain biking.
NMLS#: 1951675
The Lenahan Process
The process used not only provides advice for each client, but quality service that is disciplined.
The process begins with an informal conversation to understand your financial concerns and determine how we can add value to your situation. If we agree to move forward, an addional meeting is scheduled to discuss financial information.
During this in-depth conversation, I listen clearly to what is important to you. Ultimately, learning what values shape your decisions and identify any unique circumstances. In addition, review any prepared documents and define your prioties.
Here, I review the information collected to ensure data is accurate before preparing your wealth plan. We always discuss important investment concepts and provide details on my investment philosphy.
In this step, I develop your personalized wealth management plan, using the proper tools and insights from Morgan Stanley. Then a presentation of recommendations is created with key actions to implementing your plan.
As your plan is executed, tools are provided to create convenient access to your accounts, ongoing updates and I will follow up on key items to ensure your plan is implemented as expected.
A strict diligence process is applied to evaluate investment performance. As a result, regular calls are set up to discuss the progress towards your goals. During these calls, we determine if any adjustments are needed, since personal goals and market conditions can change over time.
Resources For You
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
A variety of planning-related tools—including our award-winning Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever-changing life demands and modify goals as needed.
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Giving back
Pat is passionate about giving back to the local community, view his involvement below:
- Wyoming Seminary Alumni Council
Jan 2006 - Dec 2011 - Wyoming Seminary Outstanding Young Alumnus Award
Nov 2008
Issued by Wyoming Seminary College Preparatory School for recognition of professional accomplishments and contributions to the school - Wyoming Seminary Selectors Committee
Jan 2008 - Dec 2010 - Wyoming Seminary Class of 1988 Class Agent
Nov 2015 – 2017 - Wyoming Seminary Leadership Gift Committee
Sep 2015 – Dec 2017 - Wyoming Seminary Annual Fund Co-Chairperson
Jan 2018 – Dec 2018 - Raised Funds for Nesbitt Park Disc Golf Course in Wilkes-Barre PA
Jan 2018 – Dec 2021
Pat ran random draw doubles league and raised significant funds for the course and added new equipment while working closely with the Mayor of the City. - President of Insignia Point Courtyards HOA
Jan 2023 - Present
Location
Portfolio Insights
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
