Patrick is the lead financial advisor at Brannam Wealth Management of Raymond James. He has over 17 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 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 yellow Labrador retriever, Ginger.
Licensing Held: Series 7, Series 66, Series 31, Health, Life & Variable Annuity Licenses, & IIMC
Registered States: AL, CA, CO, FL, GA, IL, KY, MI, NY, NC, OH, PA, SC, TX, VA, WI
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.