Pat May

Pat May Email and Phone Number

Senior Wealth Advisor and Fiduciary @
Pat May's Location
North Port-Sarasota Area, United States
Pat May's Contact Details
About Pat May

Seniors lose an estimated $3 billion to fraud each year.**SIFMA Senior Investor Protection Resource CenterThis issue has the attention of the US Center for Disease Control and Prevention, which declared elder financial abuse a public health crisis in 2016. The reason: a dramatic decline in assets dramatically effects your quality of life. Think about it: An already vulnerable person may have no way of making up the loss of their life savings, which means they may not be able to afford housing much less the care they need. They may feel deeply depressed at being taken advantage of.The good news is that you don’t have to face this alone. Consider talking to Pat May about ways you can protect your loved ones from fraud, and be proactive in your own financial planning.For important disclosure information, please see "Social Media Disclosure" link in the Contact Info section.

Pat May's Current Company Details
Accurate Wealth Management LLC

Accurate Wealth Management Llc

Senior Wealth Advisor and Fiduciary
Pat May Work Experience Details
  • Accurate Wealth Management Llc
    Senior Wealth Advisor And Fiduciary
    Accurate Wealth Management Llc Aug 2020 - Present
    Wesley Chapel, Florida, United States

Pat May Skills

Investments Retirement Planning Asset Management Portfolio Management Financial Advisory Strategic Planning Business Development Finance Finra Asset Allocation 401k Rollovers Cross Functional Team Leadership Alternative Investments Investment Advisory Investment Management Etfs Iras Business Planning Employee Benefits Financial Services Financial Statements Investment Properties Management Marketing Strategy Microsoft Office Mutual Funds Negotiation

Pat May Education Details

  • Boston University
    Boston University

Frequently Asked Questions about Pat May

What company does Pat May work for?

Pat May works for Accurate Wealth Management Llc

What is Pat May's role at the current company?

Pat May's current role is Senior Wealth Advisor and Fiduciary.

What is Pat May's email address?

Pat May's email address is ph****@****hoo.com

What schools did Pat May attend?

Pat May attended Boston University.

What skills is Pat May known for?

Pat May has skills like Investments, Retirement Planning, Asset Management, Portfolio Management, Financial Advisory, Strategic Planning, Business Development, Finance, Finra, Asset Allocation, 401k Rollovers, Cross Functional Team Leadership.

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