Patrick Younis

Patrick Younis has over 20 years of experience in financial services and client relationship management.   He joined the Minich MacGregor Wealth Management team in 2020.  He serves as a trusted point of contact for clients, ensuring their needs are met efficiently and professionally.  He oversees the day-to-day operations of the firm’s team, coordinates account management activities, and ensures timely responses to client inquiries.  Patrick is instrumental in maintaining the firm’s high standard of service and fostering strong, long-lasting client relationships. 

Patrick earned his Bachelor of Education degree from East Carolina University and holds an Associate Degree in Accounting from Hudson Valley Community College. He holds the Series 65 license as an Investment Adviser Representative of Minich MacGregor Wealth Management. 

Patrick and his wife enjoy an active lifestyle. When not in the office, Patrick spends his time playing and watching sports. He is also working toward becoming an Adirondack 46er, aspiring to summit all 46 high peaks in the Adirondacks.