Senior Registered Client Service Associate
As a senior member of our team, Patti applies her considerable experience and expertise to all financial matters, including retirement vehicles. Patti first began working with our team at Bear Stearns in 1998 and transitioned to Raymond James with us in 2014. Earlier in her career, she was a financial advisor at American Express Financial Advisors. Patti is a graduate of Purdue University and a member of Pi Beta Phi.
Originally from Northwest Indiana, Patti lives in Saint John, Indiana, with her husband, Donald. They have five children, Richard, Matt, Robert, Charisma and Troy, and six grandchildren.