Patty Capsey bio photo

Patty Capsey,

CRPC®, FPQP® Vice President, SCWG Senior Registered Client Associate, RJFS

Patty Capsey is Vice President, Sunshine City Wealth Group and Senior Registered Client Associate, Raymond James Financial Services. She began in the finance industry in 1998 and brings decades of experience to her role. She helps ensure client satisfaction by providing clients with the personalized attention and goal-oriented service they deserve. Patty strives to build deep and lasting client relationships. Her industry experience and knowledge make her a talented resource for educating clients and assisting advisors. She enjoys helping analyze needs and uncover strategies for each unique client situation. She uses these skills to assist Darren Speizer as his Financial Paraplanner, working to construct financial plans. Patty holds Series 7 and 66 registrations and is life and health insurance licensed in the state of Florida. In addition, she has earned the designations of Chartered Retirement Planning Counselor and Financial Paraplanner Qualified Professional from the College of Financial Planning. Originally from Vermont, Patty relocated to Clearwater, Florida in 2000. She loves traveling, visiting family, fishing and fostering animals.