Experience Makes all the difference

Our team seeks to reduce volatility in our client's portfolio by providing advice and customer service that can allow them to enjoy their retirement with a sense of comfort and confidence.

Patricia "Pat" Picornell, CFP®

Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
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321-729-6770

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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. She began her financial services career in Washington, D.C. as a financial advisor with First Union Investment 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.

Pat holds a Series 7, 63 and 65 security licenses as well as licenses for life, accident and health insurance and variable annuities. Pat holds the designations of Certified Financial Planner®.

Pat is married to Francisco. She also holds her pilots license and is active in the General Aviation community. She currently is on the Board of Directors for the Melbourne Pilots Association.


Registered States:
AL, CA, CO, CT, DE, FL, GA, KS, MD, MI, MO, NC, NJ, OK, PA, SC, TN, VA, VT


Sharon Ann "Sherry" Staley

Senior Client Service Associate
321-729-6770

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Ellen M. Lausterer

Senior Registered Client Service Associate
321-729-6770

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Registered States:
FL, VT