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.
William Patno, CFP(R), CLU, AIF
LPL Financial Planner at Granite Financial Group
East Barre, Vermont, United States
Overview
Topics They Care 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.
Outdoor Activities
His biography states he enjoys spending time outdoors, working at his camp, and snowmobiling in Vermont.
Media Appearances
William E. Patno, II, CFP(R), CLU, AIF - Granite Financial Group. Featured in Granite Financial Group (VT) – Team Page
Work History
7-2007
LPL Financial Planner at Granite Financial Group
10-1996 - 12-2001
Director of Agency Planning at The Vermont Agency
Education
1991 - 1995
Bachelor's degree from University of Vermont
Certified Financial Planner from The American College of Financial Services
More Information
Social Presence :
Prographics :
Exp : 23
Location : East Barre, Vermont, United States
Job Level : N/A
Designation : LPL Financial Planner at Granite Financial Group
