Patrick’s Approach
Patrick M. Smith
CFA®, MS
Financial Advisor
Overview
Patrick Smith is a financial advisor out of our Guilford, Connecticut, office. A Chartered Financial Analyst® (CFA®), he focuses on financial planning and portfolio management, helping clients align long-term goals with disciplined investment strategies. He started working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
Patrick has more than 40 years of experience in the financial services industry. Before joining Savant, he served as a senior wealth advisor at Exencial from 2023 to 2026. He spent more than two decades as a partner at Shoreline Financial Advisors and previously held senior leadership and portfolio management roles at Pioneer Investments, Loomis Sayles, and Putnam Investments. His background spans wealth management, institutional investing, and portfolio construction.
He earned a bachelor’s degree in finance from the University of Notre Dame and a Master of Science in finance from Boston College. In his personal time, Patrick enjoys hiking, biking, and boating.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Notre Dame
Bachelor of Business Administration in Finance - Boston College
Master of Science (MS) in Finance
Professional Designations
- Chartered Financial Analyst®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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