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Patrick Plunkett, CFP®

Patrick Plunkett, CFP®

Principal,
Financial Advisor

Financial Advisors

Patrick Plunkett is a wealth management financial advisor based in Stockbridge, GA.

Patrick joined our team in 2021 from Stewardship Financial Advisors, LLC—a comprehensive financial services firm—where he served as a partner and financial advisor. Patrick was instrumental in refining Stewardship’s technology platform aimed to improve the client experience. He began his career at Carnegie Wealth Strategies.

At CAPTRUST, Patrick continues to deliver this superior client experience, providing retirement planning and investment advice to help clients achieve successful retirement outcomes. He is committed to helping clients meet their long-term financial goals. Patrick earned a Bachelor of Business Administration degree in economics from Kennesaw State University. Outside of work, Patrick is an avid traveler, he enjoys seeing the world with family and friends.

Education

  • Bachelor of Business Administration degree in economics from Kennesaw State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
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