Patrick Morrow , ChFC®

Pat is a Partner at Cerity Partners’ Indianapolis office, where he brings extensive experience and leadership in the financial services industry. Before joining Cerity Partners, Pat was a co-owner and the Chief Executive Officer of SBC Wealth Management (SBC), a firm he has been with since 1987. During his tenure at SBC, Pat held numerous roles, including Board Chair, Vice President, President, Chief Operations Officer, Director of Corporate Education, and a founding member of the SBC Leadership Council and Investment Committee.
He also served as a Wealth Advisor, providing strategic financial guidance to a diverse range of clients.

Pat is passionate about delivering financial solutions that help individuals, foundations, and businesses achieve financial confidence and independence. His approach empowers clients to make informed decisions and find balance in their financial lives, encapsulated by his philosophy of “Striking Life’s Balance.”

Outside of his professional endeavors, Pat enjoys spending quality time with his family, traveling, and actively participating in his church. His hobbies include car restoration and collection, woodworking, and water sports. Committed to giving back, Pat has been involved with various charitable organizations, including serving as Board Chair for Compass Rose Academy, a Board Member for Josiah White’s Residential, and supporting causes such as Gleaners Food Bank, Wheeler Mission, and the American Cancer Society.

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