Patrick Donlan


    Focus: Insurance Strategies, Retirement Strategies, Retirement Income Planning, Business Owners, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Investment Strategies, AofSLR

    Languages: English

    Patrick believes that a well-organized financial strategy can help you be a better healthcare professional and allows you the freedom to pursue your personal passions without distraction or stress.

    Beginning with the end in mind, Patrick offers a client centric focus that is designed to meet the needs of the physicians, pharmacists, dentists, nurses, administrators, educators, healthcare executives and business owners that he serves.

    As an advisor with an extensive background and connections to the healthcare industry, Patrick understands the nuances of life as a medical professional. His priority is to help address his client’s financial goals so they can focus on what is truly important to them. Outside of the office, Patrick is passionate about charitable endeavors and serves on the Development Board of Cardinal Glennon Hospital, the Community Advisory Board of St. Clare Hospital and has been on medical mission trips to Ghana and Haiti.

    As a former college athlete, he loves all things fitness and sports. Born and raised in Boston, Patrick’s favorite sports teams are the New England Patriots and the Boston Bruins.

    Patrick lives in Kirkwood with his wife, Rachel and his son, Chase.

    Education

    Thayer Academy
    Berkshire School
    University of Connecticut
    University of Massachusetts- Boston

    Hobbies

    Triathlon
    Coach at Crossfit Kirkwood

    Community Involvement

    Development Board of Cardinal Glennon Hospital, the Community Advisory Board of St. Clare Hospital
    Mission trips to Ghana and Haiti with Mission 3:18.

    See Patrick’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Patrick

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    Synergy Wealth Solutions

    Main Office

    16150 Main Circle Drive Suite 400
    Chesterfield, MO 63017-4689

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    CRN202205-265030