Patrick Levendusky, CFP®, CIMA®

As a fiduciary in advisory relationships, I put our clients first and tailor a wealth planning process for a select group of families, business owners and professionals. 

Prior to becoming a financial advisor, I worked for over 15 years in the Investment Management space with such companies as Morgan Stanley, Nuveen and BNY Mellon. Consulting with the largest financial advisor practices in the country has given me a unique perspective on how to deal with complex problems and build a specific plan for each client. 

I was born and raised in the Greensburg area and now live in Mt. Lebanon with my wife and two children. I attended Miami University where I played Division 1 hockey for the Redhawks. Now, I enjoy getting out for the occasional round of golf and following Pittsburgh sports teams.