Patrick Sweeney, CFP®

Financial Advisor

Experience & Expertise

Patrick is a Financial Advisor in the firm’s Private Client Group. He holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER®. Patrick joined Greenspring in 2020 and was promoted to Financial Advisor in 2022. He works closely with other members of the Private Client Group to provide comprehensive financial planning and wealth management services to individuals and families.

Get Better Acquainted With Patrick

Favorite Thing About Working With Clients

“Helping clients navigate some of the most important life decisions they will face and knowing you are having a lasting impact.”

My Philosophy On Client Service

“I always strive to go above and beyond in helping clients because seeing them happy with the work we do is the reason I am in this field.”

Location
Maryland Pennsylvania 
Contact
Education Awards Recognition
B.S. in Business with a Concentration in Financial Planning from Towson University
Series 65 Licensed
CERTIFIED FINANCIAL PLANNER®
Hometown
Columbia, MD
Alma Mater
Towson University
Favorite Philanthropy
Our Daily Bread
Interests
Golfing
Fishing
Spending time with family and friends
Favorite Greenspring Value
Master Your Craft
What I Love About Greenspring

“The firms core values, the culture and the dedication to premier client service.”

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