Previous positions held: Pat has over 20 years of experience in Financial Services. Prior to Raymond James, Pat was a financial consultant for Merrill Lynch, Shearson Lehman Hutton and Allen & Company.
Education: Pat attended the Georgia Institute of Technology in Atlanta and earned his bachelor's degree in finance from the University of Florida
Community Groups: Presently a board member for Our Children's Academy and the Lake Wales Charter School Foundation. He has also served on the boards of directors for Lake Wales Citrus Growers, Chamber of Commerce, and LW Arts Council.
Previous positions held: Prior to joining Raymond James, Rebecca worked for Merrill Lynch in their 401k department and also worked as an internal wholesaler for Heritage Family of Funds.
Education: Rebecca graduated from the University of Florida with a degree in Finance.
Community Groups: Rebecca is currently a member of the Junior League of Greater Winter Haven and also serves on the board for Our Children's Academy.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Pat Cain CFP® Branch Manager CERTIFIED FINANCIAL PLANNER™
100 E. Stuart Avenue Lake Wales, FL 33853 Phone: 863-678-1779 Fax: 863-678-0757 Contact Us