Patti helps us maintain the high level of service we provide our clients. Knowledgeable and responsive, she offers timely, accurate and meaningful answers to our clients’ questions and generally makes sure their needs are her highest priority. She also plays a key role in handling administrative duties and processing documents.

Patti began her career in the financial services industry in 2000. Before joining Raymond James in 2012, she served as senior registered client associate and branch coach at Merrill Lynch and senior registered sales associate at Smith Barney.

She earned a bachelor’s degree in English from Avila University in Kansas City, Missouri, and a master’s degree in English from Georgetown University in Washington, D.C.

Patti volunteers with Canine Companions for Independence, a nonprofit that enhances the lives of people with disabilities, and Best Friends Animal Sanctuary. Originally from Denver, she now lives in Phoenix.