Patrick W. Broadus

Background

About Patrick W. Broadus

Patrick Broadus is a Financial Advisor, Chartered Retirement Planning Counselor (CRPC), Retirement Income Certified Professional® (RICP®), and co-managing partner of The Osborn Group at Morgan Stanley. Patrick’s primary responsibilities include guiding clients through the comprehensive retirement planning process, focusing on long term planning, risk management and lifestyle review, and retirement income needs. Patrick has continued to emphasize the importance of putting his clients first, and doing the right thing in regards to his client’s financial wellness. Patrick began his investment career in 1972 after earning his Bachelor's degree in Economics from St. Bernard College. Prior to joining Morgan Stanley in 1997, Patrick spent time in the sales, retail, and banking industries, as well as having served in the U.S. Army. His experience with banking and direct sales has helped Patrick in his current role. Since joining Morgan Stanley, Patrick has focused on serving his clients and helping them seek to reach their financial goals. He enjoys assisting clients and their families through all phases of their financial lives as they strive to achieve their goals. For his charitable work, Patrick has been actively involved in his church as well as serving in his local community. Pat's passions also include travel, reading, exercise, and spending time with friends and family. He currently resides in Gulf Breeze, Florida with his wife of 48 years, Linda. They have one grown son, Jeff. NMLS# 1312647