Patrick Fitzgerald is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Tulsa, OK. With over a decade of experience in the financial industry, Patrick is a CERTIFIED FINANCIAL PLANNER (CFP) and a Certified Investment Management Analyst (CIMA). He is known for his expertise in asset allocation, investment manager analysis, and financial planning. Patrick and his team work closely with clients to understand their priorities and concerns, helping them create comprehensive financial plans and customized investment strategies to pursue their life goals.
Patrick's approach focuses on three key dimensions of financial life: liquidity for short-term expenses, longevity for longer-term needs, and legacy for future generations. He offers guidance on cash flow management, insurance solutions, estate planning strategies, and tax and legal structures. Patrick's dedication to his clients' financial well-being has earned him recognition as one of Forbes' Best-in-State Wealth Advisors in 2021, 2022, and 2023. With a Bachelor of Science Degree in Business Administration from the University of Connecticut, Patrick is committed to helping individuals and families plan for a secure and prosperous future.
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