The Fitzpatrick Group of Wells Fargo Advisors named as one of Forbes 2024 Best-in-State Wealth Management Teams

The Fitzpatrick Group of Wells Fargo Advisors has been selected to the Forbes Best-in-State Wealth Management Teams for 2024.

The Fitzpatrick Group consists of Edward Fitzpatrick, CFP®, Senior Vice President- Investments, Andrew Fitzpatrick, CFA, Financial Consultant, their father John Fitzpatrick, Financial Consultant, and Dawn Benzinger, Senior Client Associate. Together, they have over a century of investment experience.

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

This accolade represents a list of professionals that come to work with one goal on their minds – helping their clients succeed.

“It’s an honor ts to develop strategies to give them confidence to help them achieve their short- and long-term investment goals.”o be recognized by Forbes as one of the top wealth management teams for 2024,” said Edward Fitzpatrick, CFP®. “As investment planning has become more complex, our priority is to work with our client
Panel members

The Fitzpatrick Group Hosts Investment Panel at The Club at Strawberry Creek

The Fitzpatrick Group of Wells Fargo Advisors hosted an Investment Panel at The Club at Strawberry Creek on May 1, 2024.  Edward Fitzpatrick, CFP®, Financial Advisor, served as moderator.  Panelists included Carrie Nichols, Partner, with Fiduciary Management and Mike Wachter, CFA, Lead Fixed Income Portfolio Manager with Madison Investments. 

Topics covered included the economy, stock markets, interest rates, and more. 

“I believe everyone enjoyed hearing different views on the economy and markets,” said Edward.  “Most importantly, I think everyone had fun and learned a few things.”
Scott Wren and Veronica Willis

Outlook 2024 Panel: Markets & Economy in an Election Year

Join us for a Panel discussion discussing the outlook for the economy and markets in an election year, as well as investment opportunities, in 2024.

Fitzpatrick Group Team Photo
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