Patti May Email and Phone Number
Patti May work email
- Valid
Patti May personal email
I am dedicated to providing my clients with personalized service and attention necessary to help them achieve their financial goals. With more than 2 decades of experience in the financial services industry, I work closely with clients to identify their financial needs and goals and determine the best strategies to achieve those goals. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). May Financial Services and JWCA are unaffiliated entities
Sterling National Financial Group
View- Website:
- sterlingnfg.com
- Employees:
- 23
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Financial ConsultantSterling National Financial GroupSan Ramon, Ca, Us
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Investment Advisor RepresentativeJ.W. Cole Advisors, Inc. Apr 2019 - Present
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Financial ConsultantSterling National Financial Group 2011 - PresentSan Ramon, CaProvide financial education to school employees about their STRS/PERS pension plan benefits and Social Security. Create & implement personal financial plans for clients to save money and achieve their retirement goals.Utilize a wide range of investment solutions including: Roth 403(b) & Roth IRA, Life Insurance, Fixed Annuities and Money Management Portfolios to diversify and create a personal strategy for each client.
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Financial And InsuranceNational Life Group And Life Insurance Company Of Southwest Apr 1995 - PresentInsurance and annuity products that provide stable growth, protection from market loss and provide income at retirement. -
Financial And Insurance AdvisorMay Financial & Insurance Services 1992 - PresentSan Ramon, CaI work with a broad range of insurance and investment companies to provide financial solutions to my clients. As an independent advisor, access to multiple companies and product lines create diversified strategies for clients.
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Investment Advisor RepresentativeGlobal Financial Private Capital, Llc Apr 2015 - Apr 2019Fee based and advisory services providing clients access to institutional investing portfolios and professional money management. -
Registered RepresentativeCetera Advisor Networks Llc 2004 - 2014Registered Representative offering mutual funds to investors.
Patti May Skills
Patti May Education Details
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Business - Finance
Frequently Asked Questions about Patti May
What company does Patti May work for?
Patti May works for Sterling National Financial Group
What is Patti May's role at the current company?
Patti May's current role is Financial Consultant.
What is Patti May's email address?
Patti May's email address is pm****@****oup.com
What schools did Patti May attend?
Patti May attended Oregon State University.
What are some of Patti May's interests?
Patti May has interest in Children, Gardening, Travelling, Economic Empowerment, Education, Environment, Animal Welfare.
What skills is Patti May known for?
Patti May has skills like Retirement Planning, Investments, Retirement Savings, Roth Ira, 403 B, Life Insurance, Financial Planning, Wealth Management, Insurance, Estate Planning, 401k, Financial Advisory.
Who are Patti May's colleagues?
Patti May's colleagues are Nancy Brito, David Andrews, Michelle Rockey, Andres Marquez, Scott Bell, Christian Timothy Bascharow, Sue Phillips.
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Patti Gibson May
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