Raymond James Welcomes $235 Million Advisor Team in Maumee, Ohio
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors David Patton, Miles O’Mailia and Theresa Cooper to Raymond James Financial Services (RJFS) – the firm’s independent broker/dealer – in Maumee, Ohio, according to David Sisemore, Midwest regional director for RJFS. The advisor trio operates as Patton Wealth Management (PWM).
“David, Miles and Theresa are a talented team with more than 65 years of combined industry experience and a steadfast commitment to their clients,” said Sisemore. “We are proud that Raymond James’ client-focused culture and level of advisor support continue to resonate with high quality, experienced financial advisors like David, Miles and Theresa, and we look forward to supporting them as they continue to grow their business as independent advisors.”
Patton, O’Mailia and Cooper join from Merrill Lynch, where they previously managed $235 million in client assets and had $1.1 million in annual production.
“Raymond James was the optimal choice for us, as the firm is client-centric and focused on its core wealth management business. Raymond James offers advisors a broad platform to work with clients and provide true independent advice,” said Patton, managing director at PWM and RJFS financial advisor. “At Raymond James, when we try to get something done for our clients, we don’t receive an automatic ‘no.’ Management and home office staff work with us to explore all capabilities and services.”
Patton began his wealth management career more than 18 years ago at Edward Jones, after a career as a corporate executive. He later worked at Smith Barney and most recently, served as a senior vice president and senior financial advisor with Merrill Lynch for the past 10 years. He earned his Bachelor of Business Administration degree and MBA from The University of Toledo.
O’Mailia, senior vice president at PWM and RJFS financial advisor, has nearly 40 years of experience in the wealth management industry, working at Prudential, Smith Barney and most recently Merrill Lynch. Throughout his career, he has worked with high-net-worth families, businesses and foundations. He also has significant experience with estate planning. O’Mailia earned his bachelor’s degree in finance from The University of Toledo.
Cooper, director of operations at PWM and RJFS financial advisor, has over 10 years of experience in wealth management, most recently at Merrill Lynch working alongside Patton and O’Mailia. She received her Bachelor of Business Administration degree from The University of Toledo and earned an MBA from Ashford University.
Patton Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,700 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $754 billion.