William Patno, CFP(R), CLU, AIF
LPL Financial Planner at Granite Financial Group
📍 East Barre, Vermont, United States
William Patno is a Partner and LPL Financial Planner at Granite Financial Group, which he co-formed in 2003. A graduate of the University of Vermont, he specializes in wealth management and business retirement plans, holding CFP, CLU, AIF, and CPFA designations.
Born and raised in Montpelier, VT, William lives with his wife, Jean, their children, and two dogs. He enjoys the outdoors, snowmobiling, working at his camp, and spending time with family and friends. He has also served as a board member for several non-profit organizations.
He has two dogs named Phasma and Boba, likely a nod to the Star Wars characters.
Read the full overview →Experience
23 Years
Current Role
LPL Financial Planner
Location
East Barre, Vermont, United States
Personality Overview
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Priorities
Topics William cares about
Retirement Plans
He focuses on business retirement plans and is part of LPL's Retirement Plan Consulting Program, specializing in 401(k)s.
Wealth Management
His practice has a dedicated focus on providing wealth management services for individuals and organizations.
Career
Work history
7-2007
LPL Financial Planner
Granite Financial Group
10-1996 - 12-2001
Director of Agency Planning
The Vermont Agency
In the press
Media appearances
William E. Patno, II, CFP(R), CLU, AIF - Granite Financial Group. Featured in Granite Financial Group (VT) – Team Page
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Education
1991 - 1995
Bachelor's degree
University of Vermont
Certified Financial Planner
The American College of Financial Services
Social presence
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