Morgan Stanley
47yrs
Top advisor by experience in Lisle
20yrs
Based in Lisle, Illinois, Patrick May is a fiduciary financial advisor with 20 years of industry experience. Patrick joined Vantage Point Financial in 2023, after five years at Prosperity Capital Advisors and two years at Scottrade Investment Management. Patrick holds the CFP® designation.
One of 222 advisors with offices in Lisle, and one of 212 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 25% by experience at Vantage Point Financial
Office2443 Warrenville Road Suite 630, Lisle, IL 60532
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$856,130
Advisors at the firm16
States licensed ?1 state
Services through Vantage Point Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowVantage Point Financial, LLCCurrent firm
- 2018 – 2023Prosperity Capital AdvisorsPreviously
- Apr 2016 – Feb 2018Scottrade Investment ManagementPreviously
Contact Patrick
(331) 204-6212Vantage Point Financial main office 2443 Warrenville Road Suite 630Lisle, IL 60532Office · Get directions LinkedIn pageVantage Point Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Vantage Point Financial at (331) 204-6212 and ask for Patrick May. Patrick works from the Lisle, IL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2006, about 20 years. Top 25% by experience at Vantage Point Financial.
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?
Vantage Point Financial 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.
Other advisors nearby
LPL Financial
44yrs
Top 1% by experience in Lisle
Merrill
44yrs
Top 1% by experience in Lisle
Merrill
43yrs
Top 1% by experience nationwide
Big Wave Advisors
42yrs
Top 2% by experience in Lisle
Asset Strategies
41yrs
Top advisor by experience at Asset Strategies