Patrick Lavelle

Financial Planning Assistant

In May 2025, Patrick graduated from Suffolk University’s Sawyer Business School with a bachelor’s degree in finance. Shortly after, he joined the ShorePoint Advisory Group in June 2025 as a student intern.  Patrick’s primary focus is on supporting the team of financial advisors, including preparing and organizing materials for client meetings. 

Patrick is originally from Holyoke, MA, and now resides back home in western Massachusetts. He enjoys spending his free time golfing and fishing in the summer and skiing in the winter. 

Education

  • Suffolk University, Boston, MA – B.S. in Finance 

My superpower would be:

Time travel

My favorite reads and podcasts are:

Family Trips with the Meyers Brothers - podcast; Matt & Shane’s Secret - podcast; Ride the Dark Trail by Louis L’Amour

My favorite restaurant is:

Alina's Ristorante - Hadley, MA  

My favorite quote is:

“Float like a butterfly, sting like a bee” – Muhammad Ali

My go-to pastime is:

Hanging out with friends

My dream travel destination is:

Breckenridge, CO

Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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