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 Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.