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Patrick J. Lenahan & Patrick J. Lenahan III
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Financial Advisors
1065 Highway 315, Cross Creek Pointe
Suite 401
Wilkes-Barre, PA 18702
Suite 401
Wilkes-Barre, PA 18702
tel: 570-821-1800
toll free: 800-342-2393
fax: 570-822-2303
toll free: 800-342-2393
fax: 570-822-2303
l-r: Patrick J. Lenahan, Patrick J. Lenahan III
Group Details
Patrick J. Lenahan
First Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 570-821-1815
toll free: 800-342-2393
fax: 570-822-2303
Professional Details
- Business Experience
- 1988 - present: Morgan Stanley Smith Barney*
First Vice President - Wealth Management
Financial Advisor
Wilkes-Barre, PA - 1975 - 1988: Merrill Lynch
Vice President
Vice President
Wilkes-Barre, PA - 1970 - 1975: Mutual of New York
Assistant Manager
Wilkes-Barre, PA - BS, 1970
King's College
Wilkes-Barre, PA
St. Mary's High School
Wilkes-Barre, PA - Series 3, 7, 63, 65 Licensed
- Insurance and Annuity Licensed
- Friendly Son's of St. Patrick
Past President
Wilkes-Barre, PA
Huntsville Golf Club
Shavertown, PA - Sago Pointe Homeowner's Association
President
Bonita Spring, FL - Copperleaf at The Brooks
Council of Presidents
Bonita Springs, FL
Copperleaf Golf Club
Bonita Springs, FL - The Commons Club
Bonita Springs, FL
Bonita Springs Chamber of Commerce
Bonita Springs, FL
Patrick J. Lenahan is licensed in the following state(s): CA, CO, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, PA, TN, TX, VA, WI, WY
Patrick J. Lenahan III
Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
Financial Advisor
Financial Planning Specialist
tel: 570-821-1834
toll free: 800-342-2393
fax: 570-822-2303
Professional Details
- Business Experience
- 1995 - present: Morgan Stanley Smith Barney*
Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
Wilkes-Barre, PA - King's College
Wilkes-Barre, PA - Bentley College
Waltham, MA - Wyoming Seminary
College Preparatory School
Kingston, PA - Series 7, 31, 63 & 65 Licensed
- Insurance & Annuity Licensed
- Financial Planning Specialist Designation, 2003
- Investment Management Specialist Designation, 2008
- Huntsville Golf Club
Shavertown, PA - Wyoming Seminary
Alumni Council Member
Selectors Committee Member
Kingston, PA - Marine Toys for Tots Foundation
Volunteer 2006 & 2007
Wyoming, PA
Patrick J. Lenahan III is licensed in the following state(s): CA, CO, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, PA, TN, TX, VA, WI, WY
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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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