Patricia Bennett

Patricia Bennett Email and Phone Number

Senior Vice President, Wealth Management at Raymond James @ Raymond James
st. petersburg, florida, united states
Patricia Bennett's Location
Louisville Metropolitan Area, United States
About Patricia Bennett

Leading a financial team now at Raymond James, I work with wealthy families across the US to manage their financial affairs. I have worked in a corporate setting developing the accountability and processes that consistently allow corporations to pursue their financial goals. I apply these to the families I work with through a specific wealth management strategies that are tailored to their situation. We are thrilled to be at Raymond James operating as Creekstone Financial, www.creekstonefinancialgroup.com.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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Patricia Bennett's Current Company Details
Raymond James

Raymond James

View
Senior Vice President, Wealth Management at Raymond James
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
Patricia Bennett Work Experience Details
  • Raymond James
    Senior Vice President Wealth Management
    Raymond James Mar 2017 - Present
    Louisville, Kentucky Area
    Our team is now with Raymond James and operates as Creekstone Financial.www.creekstonefinancialgroup.com
  • Merrill Lynch Wealth Management, Bank Of America Corporation
    Senior Financial Advisor, Senior Vice President - Wealth Management
    Merrill Lynch Wealth Management, Bank Of America Corporation Dec 2007 - Mar 2017
    I oversee the financial affairs of select wealthy families both in Louisville, KY and across the US. Our team is positioned to understand a family's needs across the generations and find the recommendations to maximize their financial resources. We accomplish this by developing a custom plan that guides financial decisions, careful investing, using tax sensative strategies and common sense. The families that we work with know that their needs are dynamic and we know the markets are also, so the plans must be continually updated. We enjoy the families we work with and consider their work our life's work.Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Patricia Bennett Skills

Wealth Management

Patricia Bennett Education Details

  • Vanderbilt University
    Vanderbilt University
    Bachelor'S Degree

Frequently Asked Questions about Patricia Bennett

What company does Patricia Bennett work for?

Patricia Bennett works for Raymond James

What is Patricia Bennett's role at the current company?

Patricia Bennett's current role is Senior Vice President, Wealth Management at Raymond James.

What is Patricia Bennett's email address?

Patricia Bennett's email address is pat_bennett@ml.com

What is Patricia Bennett's direct phone number?

Patricia Bennett's direct phone number is +121223*****

What schools did Patricia Bennett attend?

Patricia Bennett attended Vanderbilt University.

What skills is Patricia Bennett known for?

Patricia Bennett has skills like Wealth Management.

Who are Patricia Bennett's colleagues?

Patricia Bennett's colleagues are Luigi Muccitelli, Cpfa, Scott Grady, Mike Dephilippis, Brent Crenshaw, Lee Pollard, Wms, Chrisonda Mcdonald, Jim Riva.

Not the Patricia Bennett you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.