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 she believes is 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.
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 PlannerTM and Investment Management Consultant. In 2018, Patrice added to her knowledge base by successfully completing the coursework and multiple examinations to become a Certified Divorce Financial Analyst. 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 with Ushering 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 others. Her passions include Faith in Action-Oakland County, Michigan Animal Rescue League, Grace Centers of Hope, the Neighborhood House, The Sandbox in Charlotte, NC, and MDOTs Adopt-A-Highway program. In addition, she is one of the original Power of 100 Women with the Michigan Women's Foundation, participates in 100 Women Who Care in Oakland County and is one of the initial 100 Businesses Who Care in Oakland County.
Outside the office, she enjoys reading, wind jamming, strength training and cardio, travel, and spending time with her grown children Caleb and Alexis, along with their adored cat Garfield and Great Dane, Frankie.
The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
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.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.