Patrick Carroll, CFP®
As the founder of Wealth Strategies Group, and creator of The Lifestyle Protector ProcessTM
, Patrick Carroll helps his clients protect and grow their wealth so they can enjoy life to the fullest. One of the country's leading financial planners, Patrick has worked with hundreds of families and individuals over the past two decades. He is guided by the belief that financial planning is about people and relationships, not about money and financial products. Patrick is an investment advisor and Certified Financial Planner TM
(CFP®). He is an Investment Advisor Representative with National Planning Corporation, registered with the SEC; a licensed Certified Financial Planner™, and a Registered Principal with National Planning Corporation, a member of the FINRA/SIPC.
A resident of Maryland since 1980, Patrick is married and has two daughters. He earned his Certified Financial PlannerTM designation in 1988. In 1997, Patrick earned a Master's degree in Financial Services from the America College. Patrick is also the creator of The Dynamic Advisor's NetworkTM, which provides his clients with an integrated and comprehensive team of professional advisors. "By working together with some of the best specialists in the country, I am able to provide my clients with a complete range of services, while focusing on my unique ability as a coach, educator, and trusted advisor."
Director of First Impressions
Patti works as the Director of First Impressions in the Wealth Strategies Group office. In 1984 she earned her Bachelor of Science Degree in Marketing with a minor in Economics. Patti is responsible for greeting all clients and making their appointments as pleasant and comfortable as possible. In addition, her duties include maintaining logs and clerical work for the office. Patti has been employed with Wealth Strategies Group since the fall of 2004. She is very active at her children’s school and her interests include sports, book clubs and baking.
Todd received his Bachelor of Science in Finance from The Smeal College of Business at The Pennsylvania State University.
As the firm’s Senior Account Manager, Todd is responsible for acting as a liaison between the firm’s clients and our financial planning team, as well as advising, directing, and guiding clients in their financial planning questions, decisions, and actions.
With over 20 years of experience in the financial services industry, Todd has provided financial planning advice to clients independently and while employed by large, global financial services firms.
Todd holds FINRA securities licenses for Maryland, Virginia, and the District of Columbia and has his Certified Financial Planner™ designation (CFP®).
Todd enjoys performing volunteer work in his community and was previously a member of the Tourette Syndrome Association of Greater Washington D.C., serving as its Treasurer.
He resides in Gaithersburg, Maryland with his wife and son, and enjoys cooking, traveling, and sports such as golf, tennis and football.
Senior Planning Specialist
Pam received her Bachelor of Science degree in Business Administration/Marketing from Indiana University of Pennsylvania in 1984. She then earned her MBA in Finance and Investments at George Washington University in 1992 while working in the business insurance industry. She has worked with Patrick since 1997. Pam worked first as the Marketing Manager and currently works with clients doing trades, financial analysis and service work. She recently obtained her CFP designation for financial planners, which is the gold standard in the industry. She loves to read, and often volunteers at her church and for the PTA at the school that her children attend. She has also worked on several charity events including the Avon Walk for Breast Cancer and the American Cancer Society’s Relay For Life.