Broker Check


162 N Main Street
Suite 200
Barre, VT 05641

(802) 476-3235

William E. Patno, II, CFP(R), CLU, AIF

William E. Patno, II, CFP(R), CLU, AIF

Senior Partner

Bill was born, raised and currently lives in Montpelier, VT with his wife, Jean.  Rounding out his family is son Cole, stepdaughters Alex and Peyton and two dogs Phasma and Boba.

Bill graduated from The University of Vermont with a degree in Finance with a Marketing concentration, and started working in the financial services industry while still in college in 1993. He worked with The Vermont Agency of National Life from 1996- 2003, joining Brent Sleeper in 2003 to form Granite Financial Group. Their practice joined LPL in 2009 with a focus on wealth management and business retirement plans.  Bill is part of the Retirement Plan Consulting Program at LPL (401k specialists), and holds CFP®, CLU®, AIF® and CPFA designations.

Bill enjoys the outdoors, working out at his camp, snowmobiling and spending time with family and friends. He has volunteered for several non-profit organizations as a board member.