Pat Duggan
Owner/President/Investment Advisor
pat.duggan@ceterainvestors.com
Pat began his financial career in 1981 as a fixed income broker and trader on the floor of the Chicago Board of Trade. When the markets converted from “open outcry” to a computerized platform, Pat embraced the new technology. He transitioned to the Hedge Fund industry and expanded to stock portfolio management. Along the way he consulted for families and business owners and in 2012 launched a career as a financial advisor committed to helping investors manage risk and plan for retirement. At Cetera Pat specializes in creating retirement income strategies.
Your trust. Our expertise.
Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.
Work With the Best
No matter how complex your investing situation is, we can help.
Our Clients
We maintain strategic expertise across a broad range of investor profiles
Schedule A Consultation
If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.
Our Services
When was the last time you sat down and had a frank conversation about your investments?
Our team is composed of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.
Our Three Step Process
STEP
1
Discover
We’ll begin by reviewing your financial documents, risk tolerance, and objectives.
STEP
2
Design
Our team will present unique financial strategies designed to match your investor profile.
STEP
3
Deliver
Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.