Patricia Flaherty McNeilly

Patricia Flaherty McNeilly founded her practice in 1998, to help clients take a holistic approach to making smart financial decisions.  Patricia is a financial coach and a professional financial manager.  She offers clients knowledge, experience and integrity.  She is an expert on a wide array of financial products and services for business owners, executives and their families.

Patricia is a financial coach. She helps clients understand and consider all their options. And, she helps clients think creatively and strategically.

Patricia’s professional financial career spans more than 35 years.  She has an M.B.A. in Finance, from New York University, Stern School of Business, years of corporate experience and an extensive track record as a professional financial manager.  She is a long-time member of The CFA® Institute.  In 2011 Patricia earned her Chartered Financial Consultant® and Accredited Investment Fiduciary® designations.  She holds Series 7, 63, and 65 along with NJ life, health and property and casualty insurances.

Over her quarter century career as an institutional securities analyst with Salomon Brothers, Standard & Poor’s Corp. and Prudential Investment Corporation.  Patricia evaluated individual investments and served on portfolio management teams responsible for insurance company assets, mutual funds and unit investment trusts.

Patricia’s mission is to help people open the door to their financial future.  To that end, she is deeply committed to educating people, to removing the mystique surrounding financial decisions and to encouraging her clients to move forward with confidence.  She finds that people need both self-confidence and information to break through the clutter.  She is the client’s advocate. 

She consults with business owners to evaluate and select effective employee benefits, risk management, retirement, executive compensation and succession plans.   In addition, she helps business owners integrate their personal and business financial strategies. 

Through her affiliation with American Portfolios Advisors Inc. (APA), she maintains her independence and her status as an investment advisory representative. For almost all of her professional career, Patricia has operated under a fiduciary standard.  A fiduciary is one who is legally required to put clients’ interests first, a higher standard than suitability.  APA and its affiliates have no proprietary products or specific company allegiances.