In 1982, Patty left her career as a CPA to pursue her fascination with the equity markets. And for more than 31 years since, she has had the pleasure of working in a truly dynamic industry and the privilege of serving truly wonderful people.
Patty got her start with the accounting firm of Ernst and Whinney (the precursor to Ernst & Young). After spending several years as a CPA and tax accountant, she left to begin her investment services career at Dean Witter Reynolds (now Morgan Stanley Smith Barney). She also held positions with Prudential Securities, where she began her partnership with Norm Allison in 1994, and Alexander Key (a division of SunTrust Investment Services) before joining Raymond James in 2009.
A graduate of Grove City College:, Patty holds a Bachelor of Arts in accounting. In addition, she has earned the Certified Investment Management AnalystSM designation and her Investment Strategist Certificate from The Wharton School of the University of Pennsylvania.
Patty's commitment to community is evident in her involvement with several local organizations. She is currently an active board member of Metro Kids Konnection and St. Johns Presbyterian Kindergarten & Preschool. She is also actively involved with St. Johns Presbyterian Church, where she previously served on the board of deacons.
Investment Management Consultants Association is the owner of the certification mark "CIMA®," the service marks "Certified Investment Management AnalystSM," "Investment Management Consultants AssociationSM," and "IMCASM." Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.