Director of Client Services
Patrick Younis has worked in the financial services industry for more than 20 years. His career experience includes investment management, insurance, and consumer banking. Patrick joined Minich MacGregor Wealth Management in 2020. As Director of Client Services, Patrick handles the service requirements for our client accounts including paperwork, account transfers, wire transfers, money movement between accounts, and check processing. He also handles the trading for the firm and inquiries regarding account-related documents.
Patrick earned his Bachelor of Education degree from East Carolina University and has an Associate Degree in Accounting from Hudson Valley Community College.
Patrick and his wife reside in Corinth. When not at the office, he enjoys playing sports as well as being a spectator. Patrick is currently working on becoming Adirondack 46ers.
Associate Degree in Accounting, Hudson Valley Community College
Bachelor of Education, East Carolina University
Area of Expertise