About
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.
Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.
Education
- BS - University of Florida
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