Patrick HarringtonPatrick Harrington, CFP®Executive Director, Life Insurance Specialist
About Patrick
Patrick Harrington is an Executive Director and Life Insurance Specialist at J.P. Morgan Wealth Management.
Patrick is a trusted planning resource dedicated to helping clients protect and pursue their lifestyle, legacy and wealth transfer goals. He takes a holistic wealth management approach to deliver seasoned insights on insurance, estate and financial planning. Working in collaboration with the firm's Advisors, Patrick crafts tailored insurance strategies while working seamlessly with clients' attorneys and accountants as well as with general agency partners to coordinate all aspects of the underwriting and policy issuance process.
As a CERTIFIED FINANCIAL PLANNER® professional with 15 years of industry experience, Patrick's skillset spans life insurance, long-term care, foundational estate tax planning, private placement, business ownership, premium finance and financial planning. His deep knowledge base allows him to offer sophisticated, personalized approaches to address each client's needs and aspirations.
Before joining J.P. Morgan in 2024, Patrick was the Head of Insurance Distribution at UBS, where he actively consulted to the firm's Advisors and clients. Earlier in his career, he garnered significant experience at Citi-PWM and Prudential, working directly with Advisors and clients to design and implement complex insurance strategies.
Patrick graduated from the Smeal College of Business at Penn State University. He holds the FINRA Series 7, 24 and 66 securities licenses as well as the Life, Accident and Health, and Property and Casualty Insurance licenses.
Patrick resides on Long Island with his wife, Giulia, and two children, Paul and Viviana. The family enjoys an active lifestyle, making their own wine, and spending time away in Ocean City, NJ, and southern Italy.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
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January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now