Patrick Doland Participates in Morningstar Panel

Patrick Doland Participates in Morningstar Panel

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On October 8, 2015, Patrick Doland (pictured far right) participated in a Morningstar panel as part of their Client Appreciation Week celebration called 27/24/7. Doland was selected as one of two financial advisors to serve on the panel and he has been using Morningstar products since 1998.

The program was held in the auditorium of Morningstar’s Chicago headquarters, and in addition to the several hundred attendees, the session was streamed to each of their offices throughout the world.

Morningstar has recently introduced the theme 27/24/7 to represent their operational model of being available to clients 24 hours a day, seven days a week in all 27 countries where they have offices. David Goes, the moderator, indicated this was first time in Morningstar’s history that a panel included representatives from individual investors, financial advisors and institutional clients.

Reason Financial Advisors is a fee-only financial planning and investment advisory firm founded in 2003 by Doland in Northbrook. He is a Certified Financial Planner® (CFP) and an Accredited Investment Fiduciary (AIF). In 2008 the firm opened an additional office in Naperville to serve DuPage County.

Morningstar was founded in 1984 by Joe Mansueto in Chicago to provide individual investors with mutual fund analysis. Since that time it has grown to 4,100 employees serving over 260,000 financial advisors, 8.9 million individual investors, plus thousands of institutional clients.

 

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Patrick L. Doland

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