I’d like to take a moment introduce you to Patrick Daniels and welcome him to Precedent Asset Management. Patrick is joining Precedent Asset Management as our Financial Planning Analyst, and will be working directly with me to ensure that the financial planning needs of clients continue to be proactively met as the firm grows.
Patrick is highly involved in the initial planning work we do for every client, and will continue that work with ongoing monitoring and analysis of the financial strategies we develop with clients. You can reach Patrick at email@example.com, or by calling our office at 800-264-9908.
Prior to joining us, Patrick worked for a financial services firm in Muncie, Indiana, and has five years of experience serving clients. I became acquainted with Patrick in mid-2015 when he reached out to me for guidance on transitioning his career to serve clients without the conflicts of commissioned product sales. His passion for serving the needs of clients as a fiduciary advisor made the decision to invite him to join our team an easy one.
Patrick is a graduate of Ball State University with a degree in business administration, is licensed to advise clients, and is currently working on the education requirements to sit for the Certified Financial PlannerTM board examination. He recently relocated back to his hometown of Fishers, Indiana.
On behalf of Patrick and everyone at Precedent Asset Management, thank you for the opportunity to serve you!