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.

Learn More About PDS Wealth Management

Send Email

Legal & Privacy
Web Accessibility Policy

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

© 2022 Hightower Advisors. All Rights Reserved.