Raymond James Banking Consultant, Vice President
Patrick Lopez is a native of New Orleans. He is a proud graduate of Benjamin Franklin High School and the University of New Orleans. He holds a B.S. in Hospitality Management, and spent over 16 years in hotel management before entering the financial services industry. Patrick and his wife Jennifer are residents of Lakeview and have 2 children, Aedan (9), and Josie (15). Patrick is an avid cook and loves to travel.
Patrick began his career in finance as Relationship Banker with Chase in 2004. In 2010, he joined Wells Fargo Advisors as a Banking Consultant, specializing in helping financial advisors to access the banking resources of their firm to provide holistic financial planning to their clients. By helping us to effectively manage our clients’ debts as well as their investment assets, Patrick helps to ensure the success of their overall investment strategy.
Patrick is dedicated to helping us to utilize all the resources of Raymond James to provide a customized solution for every client that meets their individual needs and compliments their comprehensive, long term financial plan.