Having been in the field of financial planning since 1983, Patti uses her deep expertise as a financial advisor to provide clients with custom tailored strategies that enable them to pursue their financial goals. Her specialized knowledge in multigenerational planning also means she can help clients who are building wealth in the prime of their careers as well as retirees seeking to enjoy the hard-earned fruits of their labor.
An alumna of the University of Michigan, Patti started her financial career at EF Hutton in 1983. Ten years later, she accepted a position with Merrill Lynch, eventually becoming vice president and staying with the firm for nearly 20 years. In 2018, Patti and her team proudly joined Raymond James, a firm with a client-first culture and robust resources that will enable Patti to continue providing clients the superior service they’ve always received from her.
Giving back is one of Patti’s priorities. Whenever possible, she volunteers with Wheels for Kids, a charity that provides wheelchairs to children with cerebral palsy, and JDRF, a nonprofit dedicated to funding research for Type 1 diabetes. Patti is also a member of Palm Beach Chamber of Commerce and United Way, as well as the president of Greater South County Road Association, an organization dedicated to supporting local businesses and professionals.
Although she’s originally from Dearborn, Michigan, Patti has lived in Palm Beach County since 1980 and shares her home in sunny Florida with her husband, Sherman. She has two children, Christopher and Nicole, and four grandbabies: Sabrina, Madelynn, Camden and a baby due in January 2019.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.