As her team’s registered client associate and director of client services, Patti uses her wealth of knowledge to help clients navigate tricky financial situations, helping them feel cared for as they figure out next steps. She’s proud to be the go-to person for those who have operational or process questions or simply need document explanations. Regardless of their financial goals, clients trust Patti to do her best to find the most effective ways to help achieve them.
Prior to joining Raymond James, Patti served as an operations manager with UBS Financial and as a registered client associate with Merrill Lynch and Morgan Keegan. In addition to her extensive financial experience, she also served as an air traffic controller in the U.S. Navy for 10 years. She rapidly advanced to the rank of petty officer first class and obtained multiple operations and supervisory designations.
Originally from Ellijay, Georgia, Patti remains in her home state and resides in Canton. She considers cooking for others to be her love language and relishes experimenting with different ingredients to create tantalizing recipes. She also loves playing in the dirt in her flower garden at home, as well as woodworking and creating woodcrafts for others. Most recently, she’s developed an interest in blacksmithing and target shooting.