Investment Executive
As a senior partner in Family Legacy Wealth Partners, Pat looks at investment opportunities and risks through the lens of a large world view. He provides personalized counsel based on each client's needs and draws on his in-depth knowledge—encompassing advisory services, portfolio management, retirement planning and financial planning—to help them achieve each and every one of their goals.
Pat brings more than 35 years of experience to his individual, family and business owner clients. He started out in the investment industry in 1982 as a Financial Advisor with Prescott, Ball & Turben. He joined UBS Paine Webber in 1990 and then moved to Morgan Stanley in 2008. Pat joined Raymond James in 2018. He attended Cleveland State University and has earned the CERTIFIED FINANCIAL PLANNER™ designation.
Pat has always been very involved in the local community. As former President for the Plymouth Community Chamber of Commerce and recipient of the Volunteer of the Year and Legacy Awards, he knows the importance of giving back to the community. He is currently on the Board of Directors with the Plymouth Downtown Development Authority. Pat and his girlfriend, Margaret, enjoy traveling, golfing, and spending time with his three daughters and their families.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
