Patrick Ford

Patrick Ford joined BWM Financial in 2007 after working at both UBS and Smith Barney. As Director of Wealth Management and CPWA® advisor, he provides customized financial advice to high-net-worth clients and their families. Patrick’s responsibilities include the design and implementation of client financial plans. He also acts as a primary relationship manager for BWM Financial clients. Patrick provides the highest level of client service, clear communication, and practical guidance on a variety of subjects, such as Social Security, healthcare and retirement savings strategies.

Patrick earned his bachelor’s degree in economics from The University of Michigan and completed coursework at The London School of Economics. His studies emphasized macroeconomics, behavioral finance, and modern portfolio theory. He also holds the Certified Private Wealth Advisor® certification, administered by Investments and Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.

Patrick is registered as an Investment Advisor Representative with Stratos Wealth Partners, as well as a California (life and health) Insurance License.