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Peoples Investments - LPL Financial Advisors

Patrick Briggs - Wealth Management Director

    Patrick Briggs, SVP
      Wealth Management Director

The investment climate has never been more complex than it is today. Whether you have been saving and investing for years or you’re just getting started, a relationship with a trustworthy and experienced professional, who has a clear understanding of your needs and the current economic environment, is crucial. Our mission at Peoples Investments is to create objective strategic investment plans based on your needs, to monitor portfolio performance, and preserve wealth.

Patrick brings over two decades of experience in the financial services industry and excels in recruiting, developing, and managing experienced financial advisors and team members. He delivers a high-quality client experience through sound financial planning and cultivates a trusting, candid, and caring environment. Patrick’s ultimate goal is to make the community a better place for everyone by providing full balance sheet value-added financial services.

Patrick holds Security License Series 4, 7, 24, 53, and 66 registrations held through LPL Financial and a Washington State Insurance License for Life and Health. He graduated from the Cornell University Charles H. Dyson School of Applied Economics & Business Management. Patrick is an avid skier and hiker and enjoys spending time with family.

At Peoples Investments, we are focused on you and offer access to non-proprietary products of the highest quality and reputation. Our primary goal is to help you manage your assets based on your needs. We offer investment services right where you do your banking so you can handle all your financial needs at one convenient location. With today’s busy lifestyles, we think you’ll appreciate the convenience.

Need Help?

Our LPL Financial Advisors are only an email or phone call away.

Customer Support is available:

  • Mon - Fri: 8 am to 5 pm
  • (360) 392-2960
  • Email Us

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FINRA BrokerCheck

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Bank and Peoples Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Investments, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Peoples Bank or Peoples Investments. Securities and insurance offered through LPL or its affiliates are:

Enhanced Bank Disclosure

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.