Patrick was attracted to the investment services field because of his love of working with people. He wants his clients to feel comfortable and to fully understand their financial situation, and prides himself on giving everything he has in order to succeed at work – both by being professional and by listening to the client’s every need. It is rewarding to Patrick to serve in a profession that can help clients to feel more comfortable about their situation.
Patrick attended Campbell University in North Carolina, graduating in 2013 with a bachelor’s degree in business administration and a Professional Golfers Association (PGA) accreditation. He holds his Series 7 and 66 securities licenses, as well as licenses for life, variable products, and accident & sickness insurance.
He began his career as a financial consultant at SunTrust Investment Services, Inc., on St. Simons Island before he and his team joined Raymond James in 2017. After several years at Raymond James, Patrick transitioned with the group to their current firm, continuing to serve clients with a focus on personalized financial planning and service.
Originally from Columbia, Maryland – a suburb of Baltimore – Patrick and his wife Alanna live in Brunswick Georgia. In his free time, Patrick is an avid golfer and enjoys watching a variety of different sports. He also thoroughly enjoys time with his family and friends. Patrick was a member of PGA of America for three years.