Throughout Patrice’s 30 year career she has established herself as a Leader, Speaker, Thinker and Connector, continually building relationships with clients and colleagues in the financial industry and beyond. Her unique ability to listen to the client or colleague and then provide them the service they require has enabled her to continually grow her business as well as a network of colleagues second to none!
Patrice’s ability to develop enduring relationships is the greatest reward of the work she does. The investors she counsels have become more than simply clients – they become lifelong friends. Devoting her finely-honed skills to each, she helps them achieve the financial freedom and sense of well-being to live – and enjoy – the lives of their choosing.
Leveraging her perspective as a receptionist with Prudential-Bache Securities in 1986, Patrice quickly rose within the ranks of firms including: E.F. Hutton; Kidder, Peabody & Company; and Smith Barney to become a wire operator, then a registered associate and finally a successful financial advisor, ultimately, leading her team in a move to Raymond James in 2008.
As a life-long student, Patrice has attended premier institutions such as Oakland University, the University of Michigan – Dearborn, Orange Coast College and Oakland Community College. In 2002, she completed the extensive coursework, testing and met the ethical requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. In 2009, Patrice successfully satisfied the curriculum and examinations required by the National Institute of Certified Estate Planners and Raymond James, earning the designations of Certified Estate Planner and Investment Management Consultant. The depth and breadth of her perspective, knowledge and respect in the industry has been validated by being quoted in US News and World Report and being invited to sit on numerous boards.
A native of Oakland County, Michigan, Patrice calls Rochester Hills her home. She is active in the community as a member of The Women of Faith and assists in the nursery and with the Welcoming Team at Faith Church-EPC. Patrice’s commitment to giving back is demonstrated in the support she gives charitable organizations to help improve the lives of Oakland County residents such as Faith in Action, Grace Centers of Hope, Ladies Lovin’ Charity, the Neighborhood House and MDOTs Adopt-A-Highway program. In addition, she is one of the original Power of 100 Women group with the Michigan Women’s Foundation.
Outside the office, she enjoys reading, windjamming, strength training and cardio, travel, and spending time with her grown children, along with their cat Garfield and two great danes, Frankie and Meatball.
Patrice was a member of the Raymond James Leader's Club in 2009 and 2010 as well as President's Club in 2011, 2012, 2013, 2014, 2015, and 2016.*
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.