Patrick Wilson, JD, CLTC
Executive Vice President
Patrick Wilson, JD, CLTC is an Executive Vice President at LFG. With over 25 years of experience in the financial services industry, Pat brings a wealth of knowledge and expertise to the role. As Co-Chair of Talent Acquisition for the LFG Enterprise, recognizing the importance of assembling a high-performing team, Pat leverages his industry experience to identify and recruit top talent, ensuring the firm's continued success and growth. Additionally, Pat serves as the Market President for the Cincinnati Office, demonstrating strong leadership and a commitment to the local community.
Pat holds Series 24, 7, and 66 licenses, underscoring a deep understanding of the regulatory and operational aspects of the financial sector. Before joining LFG, Pat was a corporate counsel for a publicly traded company, providing a solid foundation in legal and corporate governance matters.
Specializing in estate planning, business owner, and retirement income planning markets, Pat is dedicated to helping clients achieve their financial goals. Outside of work, Pat has been happily married to Tonja for 34 years, and they have two children, MacKenzie and Patrick Jr.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0I63880. Not practicing law for Guardian or its subsidiaries.
