Amit Patel

Amit Patel is a seasoned financial professional with extensive experience in the financial services industry. Currently serving as a Senior Financial Representative and Financial Advisor at Principal Financial Group since May 2018, Amit is also a Principal Securities Registered Representative specializing in insurance products. Prior experience includes roles as a Financial Advisor at Morgan Stanley from October 2010 to April 2018 and Business Professional at both Wells Fargo and Wachovia Bank. Amit began a career in finance at Wells Fargo as a Business Leader from December 2004 to December 2007. Amit holds a degree in Political Science from Santa Clara University.