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 pursue their lifestyle, legacy and wealth transfer goals. He takes a holistic wealth management approach, offering guidance on insurance, estate and financial planning considerations. Working in collaboration with the firm’s advisors, Patrick develops personalized insurance strategies while coordinating with clients’ attorneys, accountants and general agency partners throughout the underwriting and policy issuance process.
As a CERTIFIED FINANCIAL PLANNER® professional with 15 years of industry experience, Patrick’s background spans life insurance, long-term care, foundational estate tax planning, private placement, business ownership, premium finance and financial planning. His broad knowledge base allows him to offer personalized approaches that take into account each client’s needs and objectives.
Before joining J.P. Morgan in 2024, Patrick was the Head of Insurance Distribution at UBS, where he consulted with the firm’s advisors and clients. Earlier in his career, he gained experience at Citi Private Wealth Management and Prudential, working directly with advisors and clients on complex insurance planning 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 Life, Accident and Health, and Property and Casualty Insurance licenses.
Patrick lives with his wife and their three children. The family enjoys an active lifestyle, making their own wine, and spending time at the beach and in southern Italy.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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