Patricia Bennett Email and Phone Number
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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
Raymond James
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Senior Vice President Wealth ManagementRaymond James Mar 2017 - PresentLouisville, Kentucky AreaOur team is now with Raymond James and operates as Creekstone Financial.www.creekstonefinancialgroup.com -
Senior Financial Advisor, Senior Vice President - Wealth ManagementMerrill Lynch Wealth Management, Bank Of America Corporation Dec 2007 - Mar 2017I 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
Patricia Bennett Education Details
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Vanderbilt UniversityBachelor'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.
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