Patrick McCabe

Investment Processor

Patrick is the Investment Processor for the Lutherville, MD office, Columbia, MD office, and York, PA office. Patrick manages the new account process including preparing required documents, distributing them to clients or planners, submitting business through the Lincoln AAO and UAO systems, and ensuring successful final account opening and funding. He also generates detailed performance reports for advisor’s investment review meetings with clients. Patrick holds his Series 7 and 66 registrations and graduated with a B.S. in Political Science from Loyola University Maryland.

Phone 410.825-0782
Fax 410.372.3236