PATRICK D. MOYNEUR, CFP®

Senior Advisor – Director of Advisory Services

“Strive not to be a success, but rather to be of value.”

~Albert Einstein

Specializing in portfolio management and the development of financial plans, Patrick has considerable experience resolving the wealth management issues of high-net-worth clients. He works closely with families far beyond the delivery of a comprehensive plan and holds them accountable to their goals, working as a partner in the process. As a member of the firm’s Leadership Team, he also helps formulate planning strategies and processes for the firm and its clients as a whole.

A native Southern Californian, Patrick joined JNBA in 2001 and has over 30 years of experience in the industry.

Patrick’s professional highlights include:

  • Certified Financial Planner (CFP®)
  • Member of the International Board of Financial Planners
  • Member of the Financial Planning Association; active member of the Minnesota chapter
  • Earned a Bachelor of Arts from the University of California, Los Angeles (UCLA)
  • Multi-year Five Star Wealth Manager recipient

 

When he is not at work: Pat spends his time with his wife and two daughters. He is an avid golfer and greatly enjoys cross country skiing and snowshoeing.

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

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