Keen on helping clients pursue their long-term objectives while addressing their near-term needs, Patrick applies his years of experience in financial planning and his product expertise to address everything from asset allocation to annuities and insurance. His clientele includes high-net-worth pre-retirees and a select group of families focused on building and maintaining a consistent retirement lifestyle.
Patrick and his team have established a deeply dedicated client service model to ensure they deliver the thoughtful service clients deserve. In addition, Patrick prides himself on fostering open and consistent communication, as well as empowering clients by distilling complicated financial jargon into honest and applicable advice.
Aside from holding his Series 7 and 66, Patrick is a Chartered Retirement Planning Counselor℠ and holds an associate degree with summa cum laude honors from the Art Institute of Atlanta. He also studied business administration at Palm Beach State College.
Patrick worked at Ameriprise Financial Services from 2008 to 2021. Now that he’s part of the Raymond James family, he looks forward to applying the firm’s sophisticated resource platform and advanced technology for the benefit of his clients.
Originally from West Palm Beach, Florida, Patrick resides in his beautiful hometown, where he enjoys playing tennis, snorkeling, cooking and traveling. He also spent a number of years as a board member of Friends of Gumbo Limbo in Boca Raton, helping preserve Florida’s coastal and marine ecosystems.