← Meet the Team
Patrick J. Sheehy, WMSsm
Wealth Advisor
Patrick J. Sheehy is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Patrick meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth Managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engages in business development to deliver results.
Patrick has over 25+ years of experience in the financial services industry including financial planning, discretionary investment management, philanthropy, banking, real estate, and insurance. He has previously served the needs of affluent families, closely held business owners, attorneys and CPAs, and foundations/endowments. His career has taken him to Dallas, Chicago, and New York. He holds a Wealth Management Specialist (WMS) designation from the Kaplan College for Financial Planning, the State of Wisconsin Life and Health Insurance Licenses, and is a graduate of the Comprehensive Wealth Management School at the Cannon Financial Institute.
He is a graduate of the Kelley School of Business at Indiana University with a degree in Finance.
Patrick is a big fan of all our Wisconsin sports teams and especially enjoys college baseball. He is also an avid traveler having visited 15 countries as well as extensive travel in the U.S. He is interested in photography and collects coffee table books. He loves spending time with his extended family.