Director of Operations, PWM
Financial Advisor, RJFS
Theresa serves as Director of Operations for Patton Wealth Management and a Financial Advisor with Raymond James Financial Services. She has over 10 years of experience in wealth management and most recently worked on the team with David and Miles for the last 5 years at Merrill Lynch. Her areas of focus are financial planning and making sure the team operations run smoothly.
She received her Bachelor of Business Administration degree from The University of Toledo and also has an MBA from Ashford University. She has two children (Lucy and Maxwell) and enjoys traveling and being with her family.
Raymond James is not affiliated with any of the organizations listed above.