Financial Advisor
Investment Advisor Representative
Patty has a really remarkable story. She was the first female stockbroker at her firm in Philadelphia and she excelled in the financial world in the Northeast. Her seminars on the concepts of money and abundance were an integral part of her message about educating and empowering the individual regarding their personal finances.
Today, Patty is a CERTIFIED FINANCIAL PLANNER™, Financial Advisor and Investment Advisor Representative working at Signature Bank, Private Wealth Management for Raymond James in the Bentonville branch.
Patty is available for interviews, speaking engagements and client investment consultations and reviews. She can be reached at the Raymond James Private Wealth Management Office at Signature Bank – 700 SE Walton Blvd., Bentonville (479)715-6940.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.