November 19, 2015 - Bremer Investment Services and Raymond James are pleased to announce that Patrick Gherity is the new financial advisor for the Western Wisconsin region. Gherity has been a Bremer financial advisor for the Twin Cities market since 2014.
In addition to two decades of financial services experience, including as an advisor at Morgan Stanley and Cuna Brokerage, Gherity has the series 7, 26, 63, 65 and Minnesota Insurance licenses. He is also a professional speaker and educator on financial topics. Gherity has a bachelor’s degree from the University of Minnesota.
“Patrick has for years provided financial guidance to clients in the Twin Cities and surrounding communities,” said Stephen Kruchten, Bremer Investment Services president. “But he has always had a strong connection to Wisconsin too, where he and his wife regularly visit a family cabin near Barnes. So when this opportunity came up, Patrick was a natural fit. With his in-depth knowledge and financial expertise, he will be a welcome addition to the community.”
“Wisconsin has been my second home for as long as I can remember,” said Gherity. “I’m excited to make it my first home and look forward to applying everything I’ve learned over the years to help clients in the area achieve their financial goals.”
Gherity will work out of the Amery Bremer Bank location at 104 Maple Street West and can be reached at 715-268-7161. He and his wife are in the process of planning their move to the area.
Bremer Financial Corporation is a privately held, $12 billion regional financial services company jointly owned by the Otto Bremer Trust and Bremer employees. Founded in 1943 by Otto Bremer, the company is headquartered in St. Paul, Minnesota and provides a comprehensive range of banking, mortgage, investment, wealth management, trust and insurance products and services throughout Minnesota, North Dakota and Wisconsin. Clients include small businesses, mid-sized corporations, agribusinesses, nonprofits, public and government entities, and individuals and families.