Patrick Morrow of RBC Wealth Management is a member of XPX Tri-State

Patrick Morrow

Senior Vice President

Westport, Connecticut

Professional Profile

Call Me When

Call Me When... You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

Contact Method

2032216063

Profession

  • Consultant
  • Investor
  • Wealth Manager
  • Professional Certifications

    CRPS, C(k)P, QPFC, CDFA

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Due diligence
  • Employee benefits
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Human Resources
  • Intellectual property
  • Investments
  • Lending
  • Management succession
  • Mergers
  • Philanthropy
  • Private equity
  • Private placements
  • Real estate
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
  • Venture capital
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Client Results

    Membership

    Tri-State Individual Emerging Professional

    Member Since

    Member for 4 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX