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Patti

Steffens, AAMS®, FPQP

Practice Business Manager

Patti Steffens Bio Image

Patti was drawn to the financial industry through a desire to help people, as well as curiosity about the world of investment. With more than twenty-two years in the financial industry, she brings a diversity of knowledge and experiences to her job. After working as a legal assistant in a probate and real estate law firm, she was personal assistant to a coffee executive which lead to a position as an operations team member with a Vermont broker dealer, then as business manager for a smaller investment firm. Joining Catamount Financial Advisors in 2006, she moved to Raymond James with the group in 2015.

Patti’s goal is to help people live a dignified and satisfying life built around a well-defined financial plan. Full of cheer and empathy, she puts clients’ needs first and strives to be the “go to” person that clients can call with any question or need. Patti is a Series 66 and Series 7 registered associate, holds the Accredited Asset Management Specialist certificate (AAMS®), and the Financial Planning Qualified Professional certificate (FPQP™). She graduated from the University of Texas at Austin, Texas with a Bachelor of Arts.

A supporter of the Vermont Public Interest Research Group, COTS, and Flynn Center for the Arts, Patti enjoys photography, hiking with her dogs, gardening and feeding wild birds in her back yard. An avid collector of baseball cards, fabric, vinyl albums and art, Patti loves to take day trips and explore little stores and hidden gems, and has a lifelong fascination with New Orleans.

Originally from Missouri, Patti has called Vermont home for over twenty years. She lives in Shelburne with her two wonderful dogs, Rocky and Waffles, and a part-time dachshund named Henry. She hopes to retire one day and drive across the United States and Mexico in an Airstream trailer.

Patti holds a BA from the University of Texas at Austin, the Series 66 and Series 7 licenses, and the Accredited Asset Management Specialist (AAMS®) and the Financial Planning Qualified Professional (FPQP™) certificates from the College of Financial Planning. Over 22 years in the industry, and a decade of experience in legal and accounting informs her dedication to a high-level client experience.

Raymond James is not affiliated with the above organizations.


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.”


Douglas
Adams