Patti has been in the securities industry for over 21 years and holds her Series 7 and 63 licenses. She has also attained the designation of Senior Registered Client Service Associate.
Patti has worked for Raymond James for over 7 years in the dual positions of Operations Manager and Senior Sales Assistant. In 2010 she received the Associate Committed to Excellence (ACE) award for the Florida region of Raymond James. Prior to joining Raymond James, Patti worked at JC Bradford and its successor UBS for 13 years.