Broker Check
 
Patrick Gunther

Patrick Gunther

Financial Advisor

Patrick has over 30 years of experience in the Financial Services industry. He specializes in Retirement Income planning for his clients. At the age of 21, Patrick was the youngest broker at Allied Capital Group on Wall St. He learned a lot on Wall St, but to expand his horizons, Patrick went into retail banking with Key Bank of NY. In 1996 he returned to the investment business when he joined David Lerner Associates and worked his way up to Senior Vice President. After 15 years with DLA, Patrick joined Merrill Lynch in NY. During his 5 years with Merrill Lynch, Patrick obtained his Series 66 qualification, which is currently held through LPL and Compass Investment Advisors.

When Patrick’s son accepted a scholarship to University of South Carolina, the Gunther family visited the Charleston area and fell in love with the beautiful Low Country. In fact, so much so that Patrick calls it, “Paradise”. So they started planning to relocate to SC. However, for Patrick that meant moving his financial practice which would not be easy. Patrick was able to connect with Compass Investment Advisors through LPL Financial which allowed him to partner with us to support him during his transition to SC and to becoming an Independent Advisor.

“Leaving NY, moving to Legend Oaks, and joining Compass Investment Advisors was one of the best decisions I have ever made,” claims Patrick.  “I’ve been blessed with loyal clients that have followed me to Compass Investment Advisors, even though I’m no longer ‘just down the block’.”

Patrick and his wife, Toni now live in Legend Oaks Plantation with their daughter Paige, a Senior at Ashley Ridge High School and their son Riley, now in his Sophomore year at USC.  Not to be left out is Wyatt, Patrick’s German Shorthaired Pointer, and considered to be the “third child” in the family.

In his spare time, Patrick enjoys tennis, golf, fishing, and exploring the beautiful Charleston area with his family.  He is an active sponsor of local charities, including the Legend Oaks Gives Back annual fundraising events which benefit local charities.