Patricia Bitnar is a Financial Advisor, Wealth Management Specialist (WMS) and Branch Manager at Raymond James Financial Services, Inc. and founder of Bitnar & Associates Financial Group in Cooper City, Florida. She is a MENSA member who puts her brainpower to work to create individualized investment strategies for her clients and their financial future. She is a successful business woman with over 15 years in the financial industry, and a proven successful executive in her corporate years as Vice President, Regional Business General Manager, and Group General Manager in large 500 companies.
Her love for helping people achieve their future goals and her solid strength with numbers enables her to excel assisting her clients in their plans to create, grow, protect and preserve their wealth.
Languages
- Perfectly bilingual and biliterate in English and Spanish, and can communicate in French, Italian and Portuguese.
Educational Background
- Certified Wealth Management Specialist (Kaplan University)
- Retirement Plan Consultant (Raymond James Institute of Finance)
- Financial Advisor (series 7 and 66)
- Branch Manager (Series 24)
- Life, Health and V.A. Licensed
- MBA Studies, INSEAD (France)
- Master of Science, Chemical Engineering, University of Michigan (USA)
- Bachelor of Science, Chemical Engineering, University of Michigan (USA)
- Master of Science, Chemistry, University of Wisconsin (USA)
- Bachelor of Science, Chemistry, Universidad Simon Bolivar (Venezuela)
Accolades
- Showcased in several television shows, magazines, and newspapers throughout Latin America and the U.S.
Personal Interests
- In her free time, she loves to spend time with her family and friends, traveling the world, visiting new restaurants, sailing, and snorkeling.
- She adopted a dog named Jambo and she enjoys playing with him.
Patricia pledges herself to values of integrity, honesty, education, professionalism, and commitment.