Advice Built on experience
Pat grew up in a military family, living throughout the United States and in Europe. Her education includes the United States Military Academy at West Point and Florida Institute of Technology, graduating with a Bachelors Degree in Electrical Engineering. Pat began her financial services career in Washington, D.C. as a financial advisor with First Union Investments Services. Following six years in the capital area, she returned to Melbourne in 1999, joining the firm of A.G. Edwards, Inc. In 2008 she joined UBS Financial Services, forming the Sterling Wealth Management Group.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments, Wealth Advisor |
Melbourne, FL |
January 2008 - Present |
A.G. Edwards & Sons |
Vice President - Investments |
Melbourne, FL |
September 1999 - January 2008 |
Personal & Community
- Pat holds her pilots license and active in the General Aviation Community.
Registered States:
AL, CA, CO, CT, DE, FL, GA, KS, MD, ME, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA