Patrick J. Tuite
Senior Wealth Manager at Masonboro Advisors- Claim this Profile
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Bio
Chelsea Victor
Patrick is an absolute pleasure to work with and is very knowledgeable in a wide variety of fields. Treats clients like people with unique needs and not mere financial statements. Has a level integrity and commitment that all professionals in the financing industry should aspire to.
Johner Riehl
Not only do I trust Patrick's expertise and financial acumen, but I greatly appreciate the personal touch he provides. Considering we're nearly 3,000 miles apart, I think that really says something.
Chelsea Victor
Patrick is an absolute pleasure to work with and is very knowledgeable in a wide variety of fields. Treats clients like people with unique needs and not mere financial statements. Has a level integrity and commitment that all professionals in the financing industry should aspire to.
Johner Riehl
Not only do I trust Patrick's expertise and financial acumen, but I greatly appreciate the personal touch he provides. Considering we're nearly 3,000 miles apart, I think that really says something.
Chelsea Victor
Patrick is an absolute pleasure to work with and is very knowledgeable in a wide variety of fields. Treats clients like people with unique needs and not mere financial statements. Has a level integrity and commitment that all professionals in the financing industry should aspire to.
Johner Riehl
Not only do I trust Patrick's expertise and financial acumen, but I greatly appreciate the personal touch he provides. Considering we're nearly 3,000 miles apart, I think that really says something.
Chelsea Victor
Patrick is an absolute pleasure to work with and is very knowledgeable in a wide variety of fields. Treats clients like people with unique needs and not mere financial statements. Has a level integrity and commitment that all professionals in the financing industry should aspire to.
Johner Riehl
Not only do I trust Patrick's expertise and financial acumen, but I greatly appreciate the personal touch he provides. Considering we're nearly 3,000 miles apart, I think that really says something.
Experience
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Masonboro Advisors
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United States
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Financial Services
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1 - 100 Employee
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Senior Wealth Manager
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Nov 2022 - Present
Affiliated with Glasgow & Associates, LLC, a Registered Investment Advisor Affiliated with Glasgow & Associates, LLC, a Registered Investment Advisor
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United Bank
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United States
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Financial Services
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700 & Above Employee
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Vice President/ Financial Advisor at United Brokerage Services Inc
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Aug 2020 - Jun 2021
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Truist Securities
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United States
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Financial Services
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700 & Above Employee
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Vice President/ Financial Consultant
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Mar 2016 - Feb 2020
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Capital Investment Companies
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United States
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Financial Services
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1 - 100 Employee
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Founder - Flight Wealth Management/ Financial Advisor
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Nov 2013 - Feb 2016
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Private Client Group, Senior Financial Advisor
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May 2011 - Nov 2013
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Edward Jones
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Feb 2009 - May 2011
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AXA Advisors, LLC
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Sep 2006 - Feb 2009
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San Diego Riptide Football
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United States
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Spectator Sports
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Acting General Manager
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Feb 2004 - Oct 2004
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IP Worldwide
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Beverly Hills, California
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Legal Design and Case Development
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May 2003 - Sep 2003
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Education
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1997 - 2001
University of North Carolina at Chapel Hill
Bachelor of Arts -
2001 - 2004
Thomas Jefferson School of Law
Juris Doctorate -
2022 - 2022
Stanford University
Certification -
2022 - 2022
Stanford University
Certification -
2020 - 2020
Yale University
Certification
Community
