Patrick Dugan, CFA | Director

Patrick Dugan

Patrick is a Director of PDS Wealth Management. He brings 14 years of investment experience to the team.

Patrick focuses on execution of Client Strategy and our practice’s operational efficiency. He earned his Bachelor of Business Administration with a concentration in Finance and Business Law from Stetson University. Patrick is a CFA Charterholder and a member of the CFA Society of Louisiana.

Prior to PDS Wealth Management, Patrick served as a Senior Financial Advisor at Merrill Lynch and Smith Barney.

Patrick and his wife, Melissa, live in New Orleans with their daughter, Laine. He enjoys golf, music and relishing the city’s many charms.

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