Pat enjoys serving as a guide for our clients during all stages of their lives. With a focus on investment and retirement planning, he also brings planning expertise on annuities, life insurance, and long-term care to our clients. In addition, he consults on investment strategy issues and manages model portfolios and trades as needed.
With more than 16 years of investment experience, Pat comes to Raymond James by way of Smith Barney and Morgan Keegan. He earned the Accredited Investment Fiduciary® (AIF®) professional designation for individuals who have expertise in investment fiduciary standards of care, awarded by the Center for Fiduciary Studies.
Prior to a career in the financial services industry, Pat retired from the United States Marine Corps after 20 years of service. He graduated with a bachelor’s degree from Clemson University and earned his master’s degree from the Naval Postgraduate School.
Active in veteran-focused activities and his church, Pat is a native of Charlotte. Now, he lives in Greer with Kay, his wife of 30 years. They have three adult sons, Kevin, Brian and Jack.