Patrick LeFevre joined the advisory team in 2025, bringing over a decade of experience in the wealth management industry. Prior to joining CUE, he spent nearly three years at Merrill Lynch, where he successfully managed a diverse portfolio of clients. Patrick is deeply committed to helping individuals and families navigate the complexities of their financial lives and achieve their long-term goals.
Outside of work, Patrick enjoys mountain biking, boating, and exploring the outdoors. He and his wife, Jennifer, love spending quality time with their three daughters—Paige, Faith, and Blair.
Patrick LeFevre is registered to conduct securities business in AZ, CA, CO, FL, ID, IL, IN, IA, KY, LA, ME, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA and WI.