About
Patrick Graber serves as Vice President at Highland Capital Brokerage, where he collaborates closely with financial advisors to deliver customized planning strategies across life insurance, long-term care (LTC) insurance, and disability insurance. He specializes in policy reviews, estate planning, business-insurance strategies, high-net-worth wealth-transfer planning, implementing disability options, and comprehensive long-term care strategies. Patrick is dedicated to fostering strong relationships and delivering a positive, seamless experience for both advisors and their clients throughout the insurance planning process. By aligning strategic financial strategies with each client’s unique objectives, he supports the creation, enhancement, and protection of wealth.
Before his current role, Patrick held positions as Manager of Advanced Case Design and Case Manager of life, LTC, and disability at Highland. In these roles, he gained deep experience in life insurance design and the insurance process, as well as developing a hands-on approach that provides exceptional service.
Patrick holds a life insurance license and maintains FINRA, Series 6, and Series 63 licenses. His expansive knowledge in the industry, and in providing objective life insurance financial planning strategies, positions him well to partner with you and successfully grow your business.
He resides in Brookfield, Wis., with his wife, Jamie, and their three children – Maletta, Annalise, and Bennett. Outside of work, he enjoys coaching his daughter’s soccer team, hunting, and spending time with friends.
Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.