Patrice Boeckel

Client Relationship Associate at Klingman and Associates, LLC - New York, New York, US

Patrice Boeckel's Colleagues at Klingman and Associates, LLC
Craig Laub

Wealth Advisor

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Farida Ghitany

Investment Analyst

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Tom Klingman

Wealth Advisor

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Gerard Klingman

Founder and President

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Sami Sharif

Wealth Advisor

Contact Sami Sharif

Porsche Brooks

Senior Client Relationship Associate

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Dan Delmoro

Director of Investments

Contact Dan Delmoro

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Mobile Number
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Location
New York,New York,United States
Company
Klingman and Associates, LLC
Patrice Boeckel's Company Details
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Klingman and Associates, LLC

New York, New York, US • 32 Employees
Financial Services

Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients. We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve. To learn more about Klingman & Associates, visit https://www.klingmanria.com/

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Frequently Asked Questions about Patrice Boeckel
Patrice Boeckel currently works for Klingman and Associates, LLC.
Patrice Boeckel's role at Klingman and Associates, LLC is Client Relationship Associate.
Patrice Boeckel's email address is ***@klingmanandassociates.com. To view Patrice Boeckel's full email address, please signup to ConnectPlex.
Patrice Boeckel works in the Financial Services industry.
Patrice Boeckel's colleagues at Klingman and Associates, LLC are Craig Laub, Farida Ghitany, Tom Klingman, Gerard Klingman, Sami Sharif, Porsche Brooks, Dan Delmoro and others.
Patrice Boeckel's phone number is
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