Patrick Lennon Jr.
Patrick Lennon Jr. joined ITI Strategies in 2012 and is a Registered Representative with LPL Financial. He has been a Financial Advisor for over 15 years.
Pat collaborates with individuals and business owners in a client-centric manner to pursue short and intermediate goals – while at the same time safeguarding their family’s financial future. He leverages a comprehensive array of investment and insurance solutions to help clients implement a thoughtful plan that effectively puts them on a path towards achieving what matters most.
Pat’s significant experience and background with a wide range of risk management measures includes Life, Disability and Long-Term Care plans; these types of strategies can be beneficial to many of our ITI clients.
Pat currently holds his New York State Life Accident & Health Insurance License, Series 7 (General Securities Representative) through LPL Financial, Series 66 (Uniform Combined State Law Examination) through LPL Financial, and is registered in multiple states.
A resident of Putnam Valley, Pat is an accomplished tennis player, avid skier and proud Dad to his young son and daughter, James and Olivia. He is also a member of the Putnam Valley Planning Board.