Patrick Bba

Patrick Steele, CFP®, RRC®, BBA, currently serves as a seasoned financial advisor at Currie, Hughes & Associates Private Wealth Management, where he leverages his extensive expertise to deliver comprehensive wealth management solutions tailored to each client’s unique financial landscape. In his role, Patrick is deeply committed to fostering long-term relationships built on trust, transparency, and personalized service—an approach that aligns with the firm’s philosophy of providing local attention backed by national support. His focus extends beyond standard financial planning to include complex estate strategies, retirement income planning, and risk management, ensuring clients’ financial well-being remains at the forefront of every decision.

Patrick’s key projects often involve developing sophisticated investment strategies that incorporate tax-efficient asset allocation, cash flow analysis, and comprehensive risk assessments. His proficiency in financial analysis and advanced Excel modeling allows him to craft detailed, data-driven plans that adapt to the evolving needs of high-net-worth individuals and families. Additionally, Patrick’s leadership skills and public speaking experience enable him to effectively communicate complex financial concepts in an accessible manner, empowering clients to make informed decisions.

At Currie, Hughes & Associates, Patrick emphasizes a holistic approach to wealth management, integrating estate planning, retirement strategies, and tax optimization to help clients achieve their long-term financial goals. His dedication to personalized service, combined with his technical expertise and collaborative mindset, ensures that clients receive tailored solutions that align with their values and aspirations. As a CERTIFIED FINANCIAL PLANNER® and Retirement Risk Consultant®, Patrick remains committed to continuous professional development, staying abreast of industry trends and regulatory changes to provide the highest level of fiduciary care.