Focus: Insurance Strategies, Investment Strategies, Business Owners, Group Benefits, Business Succession Planning, Financial Education, Retirement Income Planning
Patrick Kramer started his career in financial services in 1997 with First Union Securities. During his tenure there he served in several client facing capacities while also attaining his FINRA series 6, 63, 65, 7, 24, 9, & 10 as well as his life and health insurance licenses. In 2000, Patrick transitioned to Fidelity Investments as a financial advisor in their flagship Manhattan office. In 2006, he began to take on national director and vice-president roles within Fidelity’s Personal and Workplace Investments division. In 2014, he had the opportunity to work for and represent Fisher Investments as their Regional Vice President in the Carolinas, introducing high net worth clientele to the firm.
Patrick began working for Prudential Advisors managing their Charleston office in 2016. In this role he was tasked with building and leading a team of advisors. In short order he built a group of talented advisors which earned him an invite to Prudential’s 2017 President’s Conference. Patrick joined MassMutual South Carolina in 2018.
Patrick holds his B.S. and an M.B.A. from the University of Maryland’s Smith School of Business. Patrick married his wife Taryn at Patriot’s Point in Mount Pleasant in 2007 and they fell in love with the area. They moved to the Charleston area in 2010 and they currently reside in Mount Pleasant with their three children Olivia, Jack, and Benjamin.
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40 Calhoun St Suite 310
Charleston, SC 29401