Associate Vice President, Investments - Wealth Management Specialist - Retirement Plan Consultant
Raymond James
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Alan Patten Email & Phone Number
Associate Vice President, Investments - Wealth Management Specialist - Retirement Plan Consultant
at
Raymond James
2 work emails found
@raymondjames.com
3 phones found area 727 and 407
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Vice President, Investments - Wealth Management Specialist - Retirement Plan Consultant
Location
Orlando, Florida, United States
Company size
Who is Alan Patten? Overview
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Quick answer
Alan Patten is listed as Associate Vice President, Investments - Wealth Management Specialist - Retirement Plan Consultant at Raymond James, a with 18734 employees, based in Orlando, Florida, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 727, 407, and a matched LinkedIn profile for Alan Patten.
Alan Patten studied at Iowa State University - Ivy College Of Business.
Company email context
Email format at Raymond James
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{first}{last}@raymondjames.com
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AeroLeads found 2 current-domain work email signals for Alan Patten. Compare company email patterns before reaching out.
Profile bio
About Alan Patten
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmIMPORTANT: Please be advised, Recommendations posted in the "Recommendations" section are not permitted for individuals as these are considered testimonials which are prohibited by the Investment Advisers Act of 1940. In addition, Endorsements made and Endorsements posted in the "Skills" sections are not permitted as these are considered testimonials which are prohibited by the Investment Advisers Act of 1940.
Listed skills include Financial Services and Investments.
Current workplace
Alan Patten's current company
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Raymond James
3 roles
Alan Patten work experience
A career timeline built from the work history available for this profile.
Role listed
Associate Vice President, Investments - Wealth Management Specialist - Retirement Plan Consultant
Raymond James
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →
CV
Cheryl Velez
Colleague at Raymond JamesGreater Tampa Bay Area, United States
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PB
Paul Bouzis
Colleague at Raymond JamesMidland, Ontario, Canada
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CL
Chris Leavy
Colleague at Raymond JamesCongers, New York, United States
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KK
Kristin Koscho, Cmp
Colleague at Raymond JamesSt Petersburg, Florida, United States
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AB
Amanda Boardman
Colleague at Raymond JamesTampa, Florida, United States
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CJ
Carl J Greene
Colleague at Raymond JamesGreater Chattanooga, United States
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JM
Janet Moses
Colleague at Raymond JamesMiami, Florida, United States
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JH
John Hallstrom
Colleague at Raymond JamesTampa, Florida, United States
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JC
Jack Collier
Colleague at Raymond JamesAtlantic Beach, Florida, United States
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LG
Lauren Guidotti
Colleague at Raymond JamesBaton Rouge, Louisiana, United States
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Cheryl Velez
Colleague at Raymond JamesGreater Tampa Bay Area, United States
View →
PB
Paul Bouzis
Colleague at Raymond JamesMidland, Ontario, Canada
View →
CL
Chris Leavy
Colleague at Raymond JamesCongers, New York, United States
View →
KK
Kristin Koscho, Cmp
Colleague at Raymond JamesSt Petersburg, Florida, United States
View →
AB
Amanda Boardman
Colleague at Raymond JamesTampa, Florida, United States
View →
CJ
Carl J Greene
Colleague at Raymond JamesGreater Chattanooga, United States
View →
JM
Janet Moses
Colleague at Raymond JamesMiami, Florida, United States
View →
JH
John Hallstrom
Colleague at Raymond JamesTampa, Florida, United States
View →
JC
Jack Collier
Colleague at Raymond JamesAtlantic Beach, Florida, United States
View →
LG
Lauren Guidotti
Colleague at Raymond JamesBaton Rouge, Louisiana, United States
View →
1 education record
Alan Patten education
FAQ
Frequently asked questions about Alan Patten
Quick answers generated from the profile data available on this page.
What company does Alan Patten work for?
Alan Patten works for Raymond James.
What is Alan Patten's role at Raymond James?
Alan Patten is listed as Associate Vice President, Investments - Wealth Management Specialist - Retirement Plan Consultant at Raymond James.
What is Alan Patten's email address?
AeroLeads has found 2 work email signals at @raymondjames.com for Alan Patten at Raymond James.
What is Alan Patten's phone number?
AeroLeads has found 3 phone signal(s) with area code 727, 407 for Alan Patten at Raymond James.
Where is Alan Patten based?
Alan Patten is based in Orlando, Florida, United States while working with Raymond James.
What companies has Alan Patten worked for?
Alan Patten has worked for Raymond James.
Who are Alan Patten's colleagues at Raymond James?
Alan Patten's colleagues at Raymond James include Cheryl Velez, Paul Bouzis, Chris Leavy, Kristin Koscho, Cmp, and Amanda Boardman.
How can I contact Alan Patten?
You can use AeroLeads to view verified contact signals for Alan Patten at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Alan Patten attend?
Alan Patten studied at Iowa State University - Ivy College Of Business.
What skills is Alan Patten known for?
Alan Patten is listed with skills including Financial Services and Investments.
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