Patrick T. Kilbane - Morgan Stanley Smith Barney Financial Advisor - Sarasota, FL
Morgan Stanley Smith Barney
Patrick T. Kilbane, CFP
Second Vice President
Financial Advisor
2 North Tamiami Trail
11th Floor
Sarasota, FL 34236
tel: (941) 364-7465
toll-free: (800) 237-9441 
fax: (941) 951-2513
Email Me

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Young Professionals Group (YPG)
    Immediate-Past Chairman
    www.sarasotaypg.com
  • Rotary Club of Downtown Sarasota
    www.sarasotarotary.org
  • Sarasota Chorus of the Keys
    Lead / Section Leader
    www.chorusofthekeys.com
  • Greater Sarasota Chamber of Commerce
    www.sarasotachamber.com
  • The Dowtown Partnership
    www.downtownsarasota.com
Services
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Municipal Bonds
  • Certificates of Deposit
  • Alternative Investments
  • Commodities
  • Life Insurance
  • Long Term Care Insurance
  • Annuities
  • Lending Services
  • 401k Rollovers
  • 529 Plans
Education and Licensing
  • certified financial planner Certification
  • Financial Planning Associate Designation with Smith Barney, 2006
  • Smith Barney Advisor Certification, 2007
  • Exchange Traded Fund (ETF) Certification, 2007
  • Series 7 - General Securities Representative, 2003
  • Series 31 - Futures Managed Funds Exam, 2008
  • Series 63 - Uniform State Exam, 2003
  • Series 65 - Investment Advisory Agent, 2006
  • Life, Health, Variable Annuity Insurance Licensed, 2006
  • Finance & M.I.S., 2002
    Ohio University
    Athens, OH
Honors and Recognition
  • Named Sarasota Magazine Five Star Best in Client Satisfaction 2008 & 2009
  • Named Blue Chip Council Member with Smith Barney 2008
  • Named Biz 941 Top 25 People to Watch for 2008
  • Young Professional of the Year Nominee
  • Rotary Paul Harris Fellow
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney

    certified financial planner
    Financial Advisor
    Second Vice President
    Sarasota, FL
  • 2005 - 2006: Legg Mason

    Client Service Associate
    Sarasota, FL
  • 2002 - 2005: Baker & Company, Inc.

    Registered Representative
    Sarasota, FL

Bulletin Board

  • The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.

  • You can access your investment accounts by clicking on Log On To Your Portfolio on the right-hand side of this page.

  • See Market Insights for the May On the Markets from the Global Investment Committee featuring

    • "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

    • "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

    • "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

    Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

Patrick T. Kilbane is licensed in the following state(s): AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MO, NC, ND, NE, NJ, NY, OH, OK, PA, RI, SC, TN, TX, VA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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