Patrick

Patrick Elliott, AWM

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

206-855-9712
Email |

Thomas Elliott, CFP®

Financial Advisor

206-855-8004
Email |

Meredith Mcmenamin

Senior Registered Client Associate

206-855-8663

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Management Consultant


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Wealth Strategist


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Wealth Strategist


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Echelon Wealth Strategist


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Wealth Management Banker


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Wealth Planning Associate


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Trust Consultant


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Retirement Plan Consultant


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Insurance and Annuity Consultant


Our commitment

While The Elliott Group focuses on producing results, we recognize that trust is an investment unto itself. It requires nurturing and time to establish, but once earned it can span generations. 

Clients expect us to act diligently, discretely and always in their best interest. They entrust us with their family’s future and we are incredibly honored to be the steward of that trust. 

We are incredibly proud to have so many of our clients that have chosen to stay with us more than 30 years. This type of loyalty is both humbling and rewarding. We would be honored to have the opportunity to build a life-long relationship with you and your family.


Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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