About Us
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.
About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. |
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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. © 2012 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice
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100 E. Stuart Avenue
Lake Wales, FL 33853
Phone: 863-678-1779
Fax: 863-678-0757
Contact Us
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