Theresa serves as Director of Operations for Patton Wealth Management and a Financial Advisor with Raymond James Financial Services. She has over 18 years of experience in wealth management and most recently worked on the team with David 12 years at Raymond James and 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. Theresa and Andrew together for 16 years have two children Lucy (14) and Maxwell (8) along with two Shari-Pei dogs. She enjoys traveling, playing sand volleyball, watching Michigan football and being with her friends & family.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.