• Patrick Brannam, MBA, WMS

    Senior Vice President, Investments

    Wealth Management Specialist
    Investment Management Consultant

Patrick is the lead financial advisor at Brannam Wealth Management of Raymond James. He has over 20 years of experience providing financial planning and investment management services to a diverse group of clients throughout the United States and parts of Europe. His main focus is determining clients’ goals and objectives to create and maintain financial solutions that will enable them to achieve their dreams. Patrick views his services as vital to the lives of his clients and their families.

Prior to joining Brannam Wealth Management in 2002, Patrick was a Senior Consultant at Deloitte & Touche LLP and served as a Supervisor with GATX Logistics. As a native of Jacksonville, he graduated from Wolfson High School and received a BS in Business Management from the University of Florida and an MBA with a concentration in Decision Information Analysis from Emory University. Patrick has earned the designations of Wealth Management Specialist and Investment Management Consultant. Patrick Brannam was named to the 2022 edition of the Forbes list of Best in State Wealth Advisors.

Patrick enjoys travel, golf, and attending University of Florida and Jacksonville Jaguar football games. He lives in Nocatee with his wife, Adrienne, their three children (Hailey, Jackson, and Audrey), and their golden retriever, Lucy.

Licensing Held: Series 7, Series 66, Series 31, Health, Life & Variable Annuity Licenses, & IIMC

Registered States: AL, CA, CO, FL, GA, IL, MI, NY, NC, OH, PA, SC, TX, VA

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealthadvisors for more info.