Prior to his career as a financial planner, Patrick was a Lead Engineer and member of NASA’s Space Shuttle Launch Team. Patrick supported over 85 successful Space Shuttle missions throughout his 14 year career at the Kennedy Space Center.
Today, Patrick's financial planning practice draws from his background in finance and investment management and offers services to his clients that help to provide the financial independence that comes from having a financial plan in place.
Offering a wide range of investment alternatives and services, Patrick is committed to helping you achieve your financial goals. Specializing in retirement planning and investment management, Patrick works closely with his clients to design a Financial Plan to meet their individual needs. Patrick offers a comprehensive line of investment alternatives tailored to the needs of each individual investor. These alternatives include stocks, bonds, mutual funds, annuities, IRAs and insurances. Whether you need assistance implementing a small business retirement plan, protecting family income with insurance or just need financial jargon explained, Patrick will put you and your needs first.
Patrick and his wife Mildred have been married for 23 years and are originally from the Pittsburgh area. They have 4 children; a daughter and three sons.
EDUCATION
"The person who knows everything has a lot to learn."
- Bachelors of Science - Electrical Engineering - 1989
- Master of Business Administration - 1996
- Concentration in Finance and Investment Management
- College for Financial Planning - Presently Enrolled
- Holds Series 7, 63 and 65 Federal and State Securities Licenses
- Holds Life, Health and Variable Annuity State Insurance Licenses
- Registered as a Fee-Based Financial Advisor with Raymond James
AFFILIATIONS
"A bundle of sticks is always stronger than a single twig."
- Financial Services Institute
- Financial Planning Association
- Cocoa Beach Chamber of Commerce
About Raymond James
Raymond 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.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently 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. Please note that fees and charges will reduce an investor’s return.
