Patricia Adair Morgan has been involved in the financial and business world of Pittsburgh since 1981. Pattie was one of the first female traders in Pittsburgh, serving as a municipal bond trader, a stock and government bond trader, a registered representative, and as an options trader.
In today’s world, women need reliable financial advice more than ever. Whether strategizing for a professional preparing for retirement, a widow, a recent divorcee, or a parent with a special needs child (a particular field of interest), Pattie’s financial knowledge, combined with years of business experience, enable her to provide clients with sound financial tactics.
A primary focus for Pattie is the divorce planning for women. Her investment knowledge and experience is expertly utilized at Adair Financial Group. Pattie first analyzes a client’s tax returns, as well as investment and financial statements; then enters the financial data into our unique divorce financial planning software; developing an equitable distribution financial strategy. When warranted, Pattie compiles a “Historical Lifestyle Analysis” (a twelve month audit of all spending sources), often of vital importance if alimony proves to be a factor in divorce proceedings. She illustrates both the short and long-term effects of all equitable distribution proposals, thus providing the client with an image of the division, not to mention clarity on whether the division truly is equitable.
Pattie, the mother of one son, has extensive volunteer experience that includes being a member of LAOH, an Irish heritage organization active in supporting local and national charities; Allegheny College Parents Association; Past PTA President, Hoover Elementary School in Mt. Lebanon; Past CCD Instructor, Our Lady of Grace Parish; and the Founding Vice President of Friends of Mt. Lebanon Percussion.
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Investment advisory services provided by NewEdge Advisors, LLC doing business as Adair Financial Group as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.