Patrick Henderson, CFP®, is a Senior Financial Advisor at Vanguard, where they manage a portfolio of high-net-worth clients with assets ranging from $500,000 to $5 million. Previously, they served as a Senior Associate Financial Advisor, assisting mass affluent clients with portfolios between $50,000 and $500,000, and provided personalized financial planning and behavioral coaching. Patrick began their career in the Financial Advisor Development Program at Vanguard, gaining extensive experience in client service and operations. They earned a degree in Finance/Financial Planning from Murray State University, where they also worked as an Oral Communication Consultant and a Summer Orientation Leader.
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