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Patti May Email & Phone Number
Financial Consultant
at
Sterling National Financial Group
1 work email found
@nationallifegroup.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant
Location
San Ramon, California, United States
Company size
Who is Patti May? Overview
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Quick answer
Patti May is listed as Financial Consultant at Sterling National Financial Group, a with 23 employees, based in San Ramon, California, United States. AeroLeads shows a work email signal at nationallifegroup.com and a matched LinkedIn profile for Patti May.
Patti May previously worked as Investment Advisor Representative at J.W. Cole Advisors, Inc. and Financial and Insurance at National Life Group And Life Insurance Company Of Southwest. Patti May holds Bachelor Of Science (B.S.), Business - Finance from Oregon State University.
Company email context
Email format at Sterling National Financial Group
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{first_initial}{last}@nationallifegroup.com
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AeroLeads found 1 current-domain work email signal for Patti May. Compare company email patterns before reaching out.
Profile bio
About Patti May
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
Listed skills include Retirement Planning, Investments, Retirement Savings, Roth Ira, and 15 others.
Current workplace
Patti May's current company
Company context helps verify the profile and gives searchers a useful next step.
Sterling National Financial Group
7 roles · 23 years
Patti May work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative
J.W. Cole Advisors, Inc.
Financial Consultant
Provide 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.
Financial And Insurance
Insurance and annuity products that provide stable growth, protection from market loss and provide income at retirement.
Financial And Insurance Advisor
May Financial & Insurance Services
I 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.
Investment Advisor Representative
Fee based and advisory services providing clients access to institutional investing portfolios and professional money management.
Apr 2015 - Apr 2019
Registered Representative
Registered Representative offering mutual funds to investors.
2004 - 2014
~10 yrs
Team & coworkers
Colleagues at Sterling National Financial Group
Other employees you can reach at sterlingnfg.com. View company contacts for 23 employees →
SP
Sue Phillips
Colleague at Sterling National Financial GroupTyler, Texas, United States
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DA
David Andrews
Colleague at Sterling National Financial GroupDallas-Fort Worth Metroplex, United States
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NB
Nancy Brito
Colleague at Sterling National Financial GroupGarland, Texas, United States
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WR
Wanda Rosemond
Colleague at Sterling National Financial GroupAtlanta Metropolitan Area, United States
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MR
Michelle Rockey
Colleague at Sterling National Financial GroupJosephine, Texas, United States
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AD
Ajit Dhanjani
Colleague at Sterling National Financial GroupSan Marcos, California, United States
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RV
Ruben Villanueva
Colleague at Sterling National Financial GroupSan Antonio, Texas Metropolitan Area, United States
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LC
Les Cole
Colleague at Sterling National Financial GroupRockwall, Texas, United States
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CM
Connie Martindale
Colleague at Sterling National Financial GroupLos Angeles County, California, United States
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SB
Scott Bell
Colleague at Sterling National Financial GroupRockwall, Texas, United States
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Sue Phillips
Colleague at Sterling National Financial GroupTyler, Texas, United States
View →
DA
David Andrews
Colleague at Sterling National Financial GroupDallas-Fort Worth Metroplex, United States
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NB
Nancy Brito
Colleague at Sterling National Financial GroupGarland, Texas, United States
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WR
Wanda Rosemond
Colleague at Sterling National Financial GroupAtlanta Metropolitan Area, United States
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MR
Michelle Rockey
Colleague at Sterling National Financial GroupJosephine, Texas, United States
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AD
Ajit Dhanjani
Colleague at Sterling National Financial GroupSan Marcos, California, United States
View →
RV
Ruben Villanueva
Colleague at Sterling National Financial GroupSan Antonio, Texas Metropolitan Area, United States
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LC
Les Cole
Colleague at Sterling National Financial GroupRockwall, Texas, United States
View →
CM
Connie Martindale
Colleague at Sterling National Financial GroupLos Angeles County, California, United States
View →
SB
Scott Bell
Colleague at Sterling National Financial GroupRockwall, Texas, United States
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1 education record
Patti May education
FAQ
Frequently asked questions about Patti May
Quick answers generated from the profile data available on this page.
What company does Patti May work for?
Patti May works for Sterling National Financial Group.
What is Patti May's role at Sterling National Financial Group?
Patti May is listed as Financial Consultant at Sterling National Financial Group.
What is Patti May's email address?
AeroLeads has found 1 work email signal at @nationallifegroup.com for Patti May at Sterling National Financial Group.
Where is Patti May based?
Patti May is based in San Ramon, California, United States while working with Sterling National Financial Group.
What companies has Patti May worked for?
Patti May has worked for Sterling National Financial Group, J.W. Cole Advisors, Inc., National Life Group And Life Insurance Company Of Southwest, May Financial & Insurance Services, and Global Financial Private Capital, Llc.
Who are Patti May's colleagues at Sterling National Financial Group?
Patti May's colleagues at Sterling National Financial Group include Sue Phillips, David Andrews, Nancy Brito, Wanda Rosemond, and Michelle Rockey.
How can I contact Patti May?
You can use AeroLeads to view verified contact signals for Patti May at Sterling National Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Patti May attend?
Patti May holds Bachelor Of Science (B.S.), Business - Finance from Oregon State University.
What skills is Patti May known for?
Patti May is listed with skills including Retirement Planning, Investments, Retirement Savings, Roth Ira, 403 B, Life Insurance, Financial Planning, and Wealth Management.
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