Senior Vice President – Chicago
Patrick R. Jarvis is a Senior Vice President at Lenox Advisors, Inc. He focuses on helping high net worth and emerging wealth clients coordinate all of the financial pieces in their lives. Equipped with a team of certified financial planners and portfolio specialists, Patrick works in service to his clients to address and fulfill the needs of everyone he works with.
Patrick is approaching a decade of financial advisory experience. Prior to joining the Lenox team, he spent five years as a financial advisor at Northwestern Mutual where he learned the basics of building a financial practice and ultimately running his own business right out of college.
During this time, he remained in the top quartile of advisors in his peer group, strictly based on performance and leadership qualities. He continues to lead by example and has scaled his business at a national level.
Born and raised in Chicago, he still resides in the Windy City. As an avid golfer, he enjoys spending his free time with family and clients on the course at Beverly Country Club. With his growing passion to serve, he finds joy in solving the problems his clients face and creating a financial plan to guide their future.
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