Patrick Wilson

Executive Vice President - Lifetime Financial Growth Company at Lifetime Financial Growth

Patrick Wilson, JD, RFC, CLTC has extensive experience in the financial industry. Patrick is currently the Executive Vice President at Lifetime Financial Growth, where they serve as a Registered Representative and Financial Advisor. In this role, they provide securities products and advisory services through Park Avenue Securities LLC (PAS).

Prior to joining Lifetime Financial Growth, Patrick was the President of The Bridge Financial Group, where they focused on building and implementing dynamic financial plans for clients. Their expertise included retirement strategies, investment management, life insurance design, estate planning, asset protection strategies, business succession planning, college planning, and tax reduction initiatives.

Before their role at The Bridge Financial Group, Patrick served as the President of Lifetime Financial Growth from 2006 to 2012. Patrick also founded Wilson Advisory Group, LLC in 2000 and served as its President until 2005.

Overall, Patrick Wilson brings a wealth of knowledge and expertise in the financial industry to their current role as Executive Vice President at Lifetime Financial Growth.

Patrick Wilson, JD, RFC, CLTC received their Bachelor of Business Administration (BBA) in Marketing/Marketing Management, General from Xavier University in 1984. Patrick then went on to obtain their Juris Doctorate (JD) in Law from the University of Cincinnati College of Law in 1988. Prior to their university education, they attended St. Xavier High School.

Links

Timeline

  • Executive Vice President - Lifetime Financial Growth Company

    May, 2021 - present

  • President

    January, 2006

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