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Steffens, AAMS®, FPQP

Senior Registered Service Associate

Patti Steffens Bio Image

With her experience and education, Patti was drawn to the financial industry to truly serve clients with the wisdom she has gathered over the years. She brings more than 18 years of industry knowledge to the team, with a decade of legal and accounting experience in Vermont, including positions such as executive and legal assistant, and acting as a key management team member with Windham Financial Services and Paul Financial Services. Joining Catamount Financial Advisors in 2006, she moved to Raymond James with the group in 2015.

Her goal is for each client to have a well-defined plan designed to lead to a dignified and pleasurable life before and after retirement. Full of cheer and empathy, she puts clients’ needs first and strives to be the first person that clients call with any question, idea or need. Patti has been in the financial industry since 1999 and is a graduate of the University of Texas at Austin. She holds Series 7 and 66 licenses as well as the Accredited Asset Management Specialist (AAMS®) designation and the Financial Paraplanner Qualified Professional (FPQP™) designation.

A supporter of the Vermont Public Interest Research Group and Flynn Center for the Arts, Patti enjoys photography, bird-watching and gardening in her free time. She is also an avid collector of baseball cards and vinyl albums, and is a film buff with a lifelong love of New Orleans.

Originally from Missouri, Patti has called Vermont home for nearly two decades. Living in Shelburne, she enjoys riding her motorcycle in Vermont and plans to retire to her native Missouri homestead to live in a cottage built with her own hands.

Patti Steffens Bio Image

“To give real service you must add something which cannot be bought or measured with money. And that is sincerity and integrity.”