Patricia draws from her decades of experience to deliver relevant, timely information and advice to her clients. Patricia uses a comprehensive approach to wealth management that is designed to address the complexities of her clients’ circumstances. This approach enables her to recommend fully integrated strategies that help her clients achieve their financial visions.

Patricia’s relationships with her clients’ families span multiple generations. She is an advocate for, and encourages her clients’ children to have a working knowledge and involvement in the family’s long-term planning. Her educational platforms ensure clients have a degree of confidence that their legacies and values are understood by their children.

Patricia graduated cum laude from Kings College in Wilkes Barre, PA. She also holds FINRA Series 7, 63 and 65 securities licenses, as well as health, life, long-term care and annuity licenses. As a top performing Financial Advisor at UBS, Patricia is a Director’s Council member. In the industry, Patricia is a member of the Financial Planning Association, the UBS Veterans Network and the Norwich University Ambassador Program.

By partnering with internal and external professionals, she is able to bring you the best intellectual capital on a variety of topics that are pertinent to you, your family and business.

Registered States:
AL, CA, CT, FL, ID, IL, MA, MD, NC, NJ, NY, OK, PA, RI, SC, VA, WA