D: 352.571.3124
T: 352.430.1352
T: 352.430.1351
F: 352.430.0908
TF: 855.630.2931
Brownwood Paddock Square
2631 W Torch Lake Dr
The Villages, FL 32163-2001
Andrea Patrick,
CRPC®
Associate Vice President, Wealth Management
BACKGROUND AND EXPERIENCE
As a Chartered Retirement Planning Counselor ℠, with 19 years in the financial services industry, Andrea has in depth knowledge of the needs individuals face both before and after retirement. Her expertise encompasses retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more. Before joining Raymond James in April 2019, she was a financial advisor and regional bank private banker with Wells Fargo Advisors in The Villages. Earlier in her career, she was a financial specialist at Wachovia Bank. Andrea also earned a business administration degree from Lake-Sumter State College.
“I love helping people realize their financial goals with well thought through retirement planning and investment strategies that allows the freedom for them to worry less and enjoy their retirement more. I have a particular soft spot for widows and widowers who need guidance during one of the most difficult times in their life."
AWAY FROM THE OFFICE
A Florida native, Andrea lives in Oxford, Florida, with her husband Jack and teenage daughters Deserae and Alissa. Her other family members include their dogs, Marlee, Tyson, Zola, Axle, Ava and Major; and their cat, Hank. In her free time she enjoys working on her family farm, hunting, fishing and spending time with her family. She is a member of the Rotary Club of The Villages, Sumter County Cattlemen’s Association and a volunteer at The Villages Charter School.
Raymond James is not affiliated with the above organizations and/or charitable causes.
As a Chartered Retirement Planning Counselor ℠, with 19 years in the financial services industry, Andrea has in depth knowledge of the needs individuals face both before and after retirement. Her expertise encompasses retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more. Before joining Raymond James in April 2019, she was a financial advisor and regional bank private banker with Wells Fargo Advisors in The Villages. Earlier in her career, she was a financial specialist at Wachovia Bank. Andrea also earned a business administration degree from Lake-Sumter State College.
“I love helping people realize their financial goals with well thought through retirement planning and investment strategies that allows the freedom for them to worry less and enjoy their retirement more. I have a particular soft spot for widows and widowers who need guidance during one of the most difficult times in their life."
AWAY FROM THE OFFICE
A Florida native, Andrea lives in Oxford, Florida, with her husband Jack and teenage daughters Deserae and Alissa. Her other family members include their dogs, Marlee, Tyson, Zola, Axle, Ava and Major; and their cat, Hank. In her free time she enjoys working on her family farm, hunting, fishing and spending time with her family. She is a member of the Rotary Club of The Villages, Sumter County Cattlemen’s Association and a volunteer at The Villages Charter School.
Raymond James is not affiliated with the above organizations and/or charitable causes.
- Brownwood Paddock Square 2631 W Torch Lake Dr The Villages, FL 32163-2001
- T: 352.430.1352
- T: 352.430.1351
- F: 352.430.0908
- TF: 855.630.2931
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