Throughout her more than 26-year career in the securities industry, Patti has utilized her experience and attention to detail to ensure every client receives the highest level of service. As the practice manager of the Bridgeside Investment Group, Patti understands both the complexities and unique requirements of each client and remains the go-to team member for all client needs.
Patti began her career with J.C. Bradford where she held dual positions as sales assistant and operations manager for more than 15 years. She joined Raymond James in 2006 and holds both the Series 7 and Series 63 licenses.
Calling the low country home all her life, Patti enjoys spending time with her son Royce and maximizing time with friends and family on weekend adventures.