Patrick Gillis, AIF® is dedicated to serving the investment and financial needs of his clients by offering objective financial planning advice and access to a wide range of products and services. His goal is to build long-term relationships that help clients make sound investment decisions and seek the confidence that comes with financial freedom.
Patrick joined Northeast Planning Associates, Inc. in 2013, and has more than ten years of experience as a Financial Advisor. Throughout his career, he has focused on individual retirement planning and wealth protection, as well as strategic corporate retirement plan design and maintenance solutions. Patrick holds Series 7 and 66 securities registrations through LPL Financial and is licensed as an insurance broker.
Actively involved in his community, Patrick has coached a variety of youth sports programs for more than ten years.
A graduate of the University of Maine, Patrick and his wife, Robyn, currently reside in Stratham, New Hampshire with their three children. When not spending time with his family he enjoys trying to play golf.