Supreme Alliance
47yrs
Top advisor by experience in Charlotte
9yrs
Patrick Galvin
Full name on record: Patrick Jay Galvin
Financial advisor at Blueprint Financial Advisors
Based in Charlotte, North Carolina, Patrick Galvin is a fiduciary financial advisor with 9 years of industry experience. Patrick joined Blueprint Financial Advisors in 2026, after a year at Hornor, Townsend & Kent and three years at Park Avenue Securities. Patrick’s designations include CFP® and ChFC.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$597,217
Advisors at the firm36
States licensed ?1 state
Services through Blueprint Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowBlueprint Financial AdvisorsCurrent firm
- May 2025 – Jan 2026Hornor, Townsend & Kent, LLCPreviously
- 2022 – 2025Park Avenue Securities LLCPreviously
Contact Patrick
(844) 200-2568Blueprint Financial Advisors main office 1100 Kenilworth Ave, Suite 210Charlotte, NC 28204Office · Get directions Firm websitewww.myemeraldfinancial.com
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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
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About Patrick
How do I contact Patrick?
Call Blueprint Financial Advisors at (844) 200-2568 and ask for Patrick Galvin. Patrick works from the Charlotte, NC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. 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?
Blueprint Financial Advisors reports being paid by a percentage of the assets they manage, hourly 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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