Patrick Moyneur, CFP®

Executive Vice President/Senior Advisor

Patrick is a key member of our investment committee where he helps formulate firm investment policy and strategies. Specializing in portfolio management and the development of financial plans, Patrick has considerable experience resolving the wealth management issues facing high-net-worth clients. Patrick joined JNBA in 2001 as a team leader with over 20 years experience in financial services.

He also is a part of JNBA’s in-house compliance team and licensed in life, health and disability insurance.

 

 

 

Patrick’s professional highlights include:

• Certified Financial Planner™
• Member of the International Board of Financial Planners
• Member of the Financial Planning Association of Minnesota
• Earned a Bachelor of Arts from the University of California, Los Angeles
• FINRA Series 7, 8, 63, 65, 24

The native Southern Californian has adapted to Minnesota’s snowy climate, taking up winter activities like cross-country skiing, snow shoeing and ice skating with his wife and two young daughters.