Patrick’s Approach
Patrick T. O’Sullivan
Senior Business Development Officer
Overview
Patrick O’Sullivan is a senior business development officer in Savant’s Lincolnshire, Illinois, office, where he helps connect individuals and families with financial planning and investment resources designed to help support their long-term goals.
Involved in the financial services industry since 1999, Patrick has extensive experience in relationship management and investment solutions. Before joining Savant, he worked as a wholesaler for a national investment firm, specializing in fixed income strategies. In that role, he partnered with financial advisors and their clients to identify investment opportunities and financial services aimed at strengthening retirement income planning.
Patrick’s passion for the industry stems from its constantly evolving nature and the opportunity to engage in meaningful conversations about financial markets, economic trends, and retirement planning.
He remains active in his community through volunteer work with St. James Catholic Church in Arlington Heights, Illinois, and Mercy Home for Boys & Girls in Chicago. Patrick earned a bachelor’s degree in history from Loyola University Chicago.
Patrick and his wife, Erin, have four children. He values time with family and friends and enjoys following college and professional sports, particularly basketball and football. He also enjoys golf, reading, and celebrating his connections to both Chicago and Ireland.
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.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Education
- Loyola University Chicago
Bachelor of Arts in History
Affiliations
- St. James Catholic Church – volunteer
- Mercy Home for Boys & Girls – volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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