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Patrick G
Series 65, Series 63
Greenback, TN
Simplicity wealth
Patrick Gawrych is affiliated with Simplicity Wealth and holds the Series 65 and Series 63 designations. He has been with Simplicity Group since 2014 and currently works at Simplicity Wealth and Simplicity UFC. Gawrych is based in Greenback, Tennessee, and has no industry experience prior to his current roles. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms such as third-party advisors and broker-dealers. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, and offers technology and operational support for other advisers through its managed account platform.
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