Patti has been with Raymond James for over two decades. She became a CERTIFIED FINANCIAL PLANNER™ in 1994, an Accredited Estate Planner™ in 2016, and a Retirement Income Certified Professional™ in 2018. Patti also holds several securities licenses including her Series 7, 63, 65, 9 and 10.
Patti helps her clients with all aspects of financial planning, specifically focusing on planning for retirement. Using a holistic approach, Patti encourages clients to prioritize their goals, organize and understand their current financial situation and educates them on how to take control of their financial future.
Patti is very active in the community, having served in leadership positions for the Beverly and Danvers Chapters of BNI™, Essex County Estate Planning Council and Girl Scouts of Spar and Spindle Council. She is currently serving on the Board of Directors of the North Shore Chamber of Commerce.
Patti lives in Ipswich with her husband, Rene and has a 25 year old daughter, Diana. Patti enjoys cooking, reading, museums and gardening in her spare time.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.