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Andrea Patrick is listed as Financial Advisor at Raymond James at Raymond James, a company with 5 employees, based in Sumter County, Florida, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Andrea Patrick.
Andrea Patrick previously worked as Financial Advisor at Raymond James and Financial Advisor at Wells Fargo Advisors. Andrea Patrick holds As Business Administration, Business from Lake-Sumter State College.
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AeroLeads found 1 current-domain work email signal for Andrea Patrick. Compare company email patterns before reaching out.
FocusBelieve it or not, an aspect of retirement planning often overlooked is an understanding of how much annual income likely awaits you at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your needs and goals - whether you hope to have access to a lifelong income stream; maintain flexibility and control of the principal; have opportunities to grow the principal or increase the income; or have enough income to last the rest of your life.Background and experienceAs a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio analysis - delivered with the highest level of personal service and professional integrity.In my former role as a Regional Bank Private Banker with Wells Fargo Bank in The Villages, I helped affluent clients build, manage, preserve and transfer their wealth. Earlier in my career, I worked as a Financial Specialist with Wachovia Bank N.A. and Wells Fargo Bank in The Villages. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Listed skills include Financial Guidance, Retirement Planning, Financial Services, Insurance, and 9 others.
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St. Petersburg, Florida, US
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.
St. Louis, Missouri, US
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance.I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. Away from the officeIn addition to helping my clients, I am committed.
Built long term relationships with affluent clients, helping clients build manage, protect and transition wealth.
Helped clients succeed financially with a full range of financial products including credit solutions, small business lending, insurance offerings and retirement planning.
Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →
Lindsay Dunmyer Price
Colleague at Raymond James
Princeton, West Virginia, United States, United States
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Morgan Cusick
Colleague at Raymond James
Tampa, Florida, United States, United States
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Jake Ullmann, Mba
Colleague at Raymond James
Belding, Michigan, United States, United States
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Lydia Riedel
Colleague at Raymond James
Adams, Tennessee, United States, United States
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Allyssa Deleon, Cpa
Colleague at Raymond James
St Petersburg, Florida, United States, United States
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David Vargas, Cfa
Colleague at Raymond James
Tampa, Florida, United States, United States
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Patricia Lalicata
Colleague at Raymond James
Berkeley Heights, New Jersey, United States, United States
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Olivia Houghtalin
Colleague at Raymond James
Greater Tampa Bay Area, United States, United States
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Christa Douse
Colleague at Raymond James
St Petersburg, Florida, United States, United States
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AO
Amber Olson
Colleague at Raymond James
St Petersburg, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
Andrea Patrick works for Raymond James.
Andrea Patrick is listed as Financial Advisor at Raymond James at Raymond James.
AeroLeads has found 1 work email signal at @raymondjames.com for Andrea Patrick at Raymond James.
Andrea Patrick is based in Sumter County, Florida, United States while working with Raymond James.
Andrea Patrick has worked for Raymond James, Wells Fargo Advisors, Wells Fargo Private Bank, and Wachovia.
Andrea Patrick's colleagues at Raymond James include Lindsay Dunmyer Price, Morgan Cusick, Jake Ullmann, Mba, Lydia Riedel, and Allyssa Deleon, Cpa.
You can use AeroLeads to view verified contact signals for Andrea Patrick at Raymond James, including work email, phone, and LinkedIn data when available.
Andrea Patrick holds As Business Administration, Business from Lake-Sumter State College.
Andrea Patrick is listed with skills including Financial Guidance, Retirement Planning, Financial Services, Insurance, Investment Strategies, Annuities, Advisory Services, and Hold Series 7.
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