Patrick Doran

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Developing a healthy financial life requires thoughtful preparation in every stage. Yet too often, I find that investors don’t have answers to essential questions that help them prepare for tomorrow, such as: 

• Do I have enough money to retire the way I want?
• Are my financial decisions supporting my lifestyle?
• Do my investments relate to my goals?
• Are my children developing healthy financial habits?
• Am I going to outlive my money?

Because lives are ever-evolving, working to ensure your decisions support the lifestyle you desire is an ongoing process. So I dedicate my career to helping the clients I serve find the answers they need to develop lifelong financial wellness.

Complete Wealth Management
With over 30 years of experience, I work closely with families, corporate executives, and retirees who seek a dependable financial guide to help all family members make sound financial decisions.  To do so, I believe that providing consistent, caring service is necessary for lifelong wealth management. Whether I’m advising a corporate executive transitioning into retirement or client’s college-bound child, I bring the focus, analysis, and strategies to guide you toward your goals.

As I work with clients, the following tenets support each relationship:

• Personalized Service: Who you are and what you care about in life matters greatly to me. So I design every aspect of my support to reflect your and your family’s unique needs.
• Analysis & Research: I carefully study the markets and research different financial outcomes in order to identify your personalized strategies. I can also provide you with access to the investment insights of Merrill and the banking convenience of Bank of America to support the full range of your goals.
• Multigenerational Support: As your family’s financial resource, I enjoy including your loved ones in your wealth management goals and conversations. By doing so, we can proactively help every individual fulfill their financial potential.
• Attentive Listening: You have unique thoughts, concerns, and goals. Throughout your financial life, I will listen to you and provide strategic guidance that helps foster confidence in your decisions.

Identifying Opportunities and Risks
From my perspective, framing your wealth management around your specific goals is just one aspect of creating a healthy financial life. To increase your financial wellness, I believe you must also identify the opportunities and risks that exist on the horizon.

I will support you by:

• Researching current and upcoming market environments
• Analyzing potential setbacks, gaps, and results of financial decisions
• Providing periodic reports that detail your current financial health
• Suggesting revisions to maximize the opportunities ahead of you
• Talking through any concerns or considerations you have

By deeply assessing your opportunities and risks, I strive to help you better understand your financial life. In every step, my goal is to help you find clarity in your wealth management so you and your family enjoy the life you desire.

My Personal Highlights
“The greatest aspect of my job is the opportunity to meet and work with so many different people with unique life stories. Every day, I appreciate the ability to serve and guide them to their dreams.”

• CERTIFIED FINANCIAL PLANNER^™ certificant
• Hold the Chartered Retirement Planning Counselor℠ professional designation
• Portfolio Manager
• Bachelor’s degree from Seton Hall University

I live in Randolph with my wife and three children. Outside of the office, I enjoy spending time with my family, working out, and reading.