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
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now
Unmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMake philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowShutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowGovernment shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowUnmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now