Patricia has helped clients achieve their income and long-term planning goals for more than 30 years in the financial services industry. She has held positions as financial advisor, trust officer and operations manager throughout her career. She joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies, Inc. Patricia is a Past President of the Jacksonville Alumnae Panhellenic Association and an active member of the Jacksonville Alumnae Group of Kappa Kappa Gamma Fraternity. In her leisure time, she enjoys traveling with her husband, Jay.
- BS, University of Florida
The Carr-Hart-Neeley Financial Advisory team is located in our Jacksonville - Town Center office.
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- Advisory registrations are held with Wealth Enhancement Advisory Services.
- Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Jacksonville Town Center office advisors are not affiliated with LPL Financial.