With over 26 years in the financial services industry, Patrick Mauney has spent his career fulfilling the wealth management needs of his clients. Prior to co-founding Mauney-Pitt Financial Management, Patrick was a Vice-President and Branch Manager for Wachovia Securities in Charlotte, NC.
He holds a Bachelor of Science in Business Administration from the University of North Carolina’s Kenan Flagler Business School. Patrick is also a Registered Investment Advisor Representative and Accredited Investment Fiduciary, holding Series 7, 9, 10, 63 and 65 credentials.
Patrick is actively involved in his community serving as a board member of the Salvation Army of Cleveland County, Cleveland County Mental Health, Gardner Webb Christian Service Organization and Washington Outreach Mission. He has also taught financial planning and budgeting courses in the community. Outside of the office, Patrick enjoys coaching youth sports, mentoring young adults, outdoor activities and reading.
Raymond James is not affiliated with the above organizations and/or charitable causes.