Pat Fitzsimmons, AIF®

First Vice President, Investments
Haywood Road Branch


Pat, an Accredited Investment Fiduciary®, assists clients with financial and retirement planning. He has a patient, detail-oriented approach and aims to meet their objectives while exposing them to the minimum risk necessary.

He began his career as a financial advisor at Smith Barney in 1998, joining Morgan Keegan, now Raymond James, in 2007. He retired from the United States Marine Corps after 20 years of service in 1995, and earned his Master of Science in management from the Naval Postgraduate School in 1991. He also holds a Bachelor of Science in business from Clemson University.

Pat lives in Greer and is active in both church and veterans activities. The native of Charlotte, North Carolina, is married to Kay and has three sons: Kevin, Brian and Jack.