Allworth Financial
Patrick McGrath, MBA, currently serves as a Financial Advisor and Senior Associate Advisor at Allworth Financial since December 2023. Prior experience includes roles at Vanguard from July 2018 to December 2023, where Patrick held positions as a Marketing Operations Analyst, High Net Worth Client Consultant, and Brokerage Specialist. Previous experience also includes working as a Research Associate at Hall Private Wealth Advisors and as a Student Athlete at the University of San Diego, where Patrick earned a Bachelor of Business Administration in Finance. Patrick holds a Master of Business Administration in Marketing from the W. P. Carey School of Business at Arizona State University and completed an International Baccalaureate at Munich International School e.V.
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Allworth Financial
Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087