Patrick Dugan, CFA | Director
Patrick Dugan

Patrick is a Director of PDS Wealth Management. He brings 14 years of investment experience to the team.

Patrick focuses on execution of Client Strategy and our practice’s operational efficiency. He earned his Bachelor of Business Administration with a concentration in Finance and Business Law from Stetson University. Patrick is a CFA Charterholder and a member of the CFA Society of Louisiana.

Prior to PDS Wealth Management, Patrick served as a Senior Financial Advisor at Merrill Lynch and Smith Barney.

Patrick and his wife, Melissa, live in New Orleans with their daughter, Laine. He enjoys golf, music and relishing the city’s many charms.

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11300 US HWY 1
Suite 307
Palm Beach Gardens, FL 33408

Office: (561) 440-6280
Fax: (561) 828-2853
Toll Free: (888) 254-0994

459 Washington Street
Suite 21
Duxbury, MA 02332

Office: (617) 963-0929

700 Camp St.
Suite 111
New Orleans, LA 70130

Office: (504) 335-3993

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