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Advisors / Massachusetts / Norwell
20yrs

Patrick Gill

Financial advisor at Ameriprise Financial Services

Based in Norwell, Massachusetts, Patrick Gill is a fiduciary financial advisor with 20 years of industry experience. Patrick joined Ameriprise Financial Services in 2024, after six years at Morgan Stanley and eight years at Eaton Vance Management. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 154 advisors with offices in Norwell, and one of 140 fiduciaries.

Norwell, MAFiduciary advisor

At a glance

Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
OfficeNorwell, MA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
  2. 2017 – 2023
    Morgan StanleyPreviously
  3. 2009 – 2017
    Eaton Vance ManagementPreviously

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call Ameriprise Financial Services at (612) 671-3131 and ask for Patrick Gill. Patrick works from the Norwell, MA office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.

What licenses does Patrick hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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