8818

Meet Patrick

 

Patrick Nee brings over 19 years of experience in the financial services industry. With an extensive background in corporate retirement plans and personal wealth management, Patrick works with a passion to help clients lay out a clear vision and custom plan for their financial future.

Building trust with clients and understanding their goals is at the forefront of his practice. Alongside the Boston Retirement Group team, Patrick’s goal is to identify what is most important to clients and make sure these values are prioritized in the planning process.

Patrick holds a Chartered Retirement Plan Specialist designation, with a focus on asset accumulation, growth, and generational transfer. He spent the beginning of his career with New York Life in Waltham, Massachusetts, as a Registered Investment Adviser at Eagle Strategies. Patrick also worked with the Alpha Pension Group in Lexington, Massachusetts, for 10 years as a specialist in the retirement plan market.

Patrick was born in Providence, Rhode Island, and attended St. Raphael Academy in Pawtucket, Rhode Island. He is a proud member of the 1996 Class A boys basketball state championship team. He worked in construction during summers to help pay for college, which helped Patrick appreciate the value of hard work and the demands of manual labor.

Patrick went on to graduate from Brown University, where he concentrated in Organizational Behavior and Management, and played on the men’s basketball team.

Patrick lives in Westwood, Massachusetts, with his wife, Jacqui, and their three children. They attend St. Margaret Mary Church as a family and enjoy the beaches of Rhode Island in the summer. They also enjoy hiking, swimming, riding bikes and playing freeze tag together.

 

Email Patrick

 

Best piece of financial advice received:

Don’t spend more than you make.

Favorite quote:

“Whether you think you can or think you can’t, you’re right” – Henry Ford

If you could meet anyone, past or present, it would be:

Jesus

Hidden talent:

Doing math in my head

Favorite TV show:

The Office

Something on your bucket list:

Going on a cross-country trip with family