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Patrick Rohde

Vice President, Financial Advisor at Morgan Stanley

Patrick Rohde is a First Vice President and Financial Advisor at Morgan Stanley Wealth Management in Middleton, Wisconsin.123 He specializes in providing highly customized investment strategies and financial planning services to high net worth individuals, accomplished professionals, retirees, and business owners in Wisconsin and across the country.3

Prior to joining Morgan Stanley, Patrick worked at JP Morgan Chase as a banker and financial advisor.3 His expertise includes:

  • Wholistic Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401(k) Rollovers
  • Wealth Management
  • Qualified Retirement Plans
  • Trust Accounts

Patrick is known for his ability to ask important questions and identify what matters most to his clients. He offers advice to simplify their lives and provides a range of financial services to address their financial goals.3

In addition to his professional work, Patrick is involved in community service. He serves as a Wisconsin board member for the Alzheimer's Association and is the event chair, supporting the organization's efforts in providing information, care consultations, and advocacy for dementia research.3

Highlights

Patrick Rohde | Middleton, WI | Morgan Stanley Wealth Management
Patrick Rohde | Middleton, WI | Morgan Stanley Wealth Management
Sep 11 · colliercf.org
Professional Advisor Directory - Collier Community Foundation

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Patrick Rohde
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Location

Greater Madison Area