Patricia McConnell, CFP®

Patricia McConnell, CFP®

Director of Financial Analysis

Phone: (614) 888-2117
Fax: (614) 888-2023
E-mail:

As Director of Financial Analysis for Shore Morgan Young, Patricia meets with each client to gather information, prepares various analyses needed for every clients plan, and often assists with the plan’s presentation. With over 20 years experience in the financial planning field, Patricia has been an invaluable support to the SMY team since her start in 2003. Mrs. McConnell became a CERTIFIED FINANCIAL PLANNER™ in 1994.  She is a FINRA Series 7 and 63 registered representative and a licensed insurance agent for accident & health, life and variable annuity products.

Patricia received a Bachelor of Science in Business Administration from The Ohio State University.