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Patrick C

Series 66

Baton Rouge, LA

Cavanaugh Wealth Management LLC

Patrick Cavanaugh is the principal of Cavanaugh Wealth Management LLC in Baton Rouge, LA, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Merrill Lynch, LPL Financial, Cetera Advisor Networks, and Northwestern Mutual Investment Services. He serves as a board member of the Kiwanis Club of Baton Rouge. Cavanaugh Wealth Management LLC is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management and financial planning, utilizing a long-term approach with portfolios typically composed of low-cost mutual funds and ETFs, alongside other securities when appropriate.

General retirement planning Options & derivatives strategies
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