Patrick Loritz
Patrick Loritz
About Me
Patrick is a Financial Advisor currently serving the Howard and Green Bay Wisconsin markets. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Patrick customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Patrick worked as a Financial Advisor with Edward Jones Investments. He received his Bachelor of Science in Business Administration at Coastal Carolina University in Conway, South Carolina. He holds series 7 and 66 securities licenses, held through LPL Financial along with his life, health, and annuities insurance licenses.
Patrick lives in Green Bay and enjoys playing golf, curling at the Green Bay Curling Club, fishing, and cheering on Wisconsin sports teams.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management