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Patricia Bennett
Patricia Bennett
Senior Vice President Wealth Management | Raymond James
Louisville, Kentucky, United States
Patricia Bennett
Summary
Patricia Bennett is a seasoned financial professional with extensive experience in wealth management, currently serving as Senior Vice President at Raymond James. With a strong background in corporate finance, she adeptly manages the financial affairs of affluent families across the United States, tailoring strategies to meet their unique needs. Patricia's approach is characterized by a commitment to accountability and process development, ensuring her clients achieve their financial goals. She previously held a senior position at Merrill Lynch, where she honed her skills in creating custom financial plans. Patricia is passionate about understanding the dynamic nature of her clients' needs and the markets, which drives her to continually update their financial strategies. Her educational foundation from Vanderbilt University complements her practical experience, making her a trusted advisor in the financial sector. Outside of her professional life, Patricia is likely to engage in community activities, reflecting her dedication to service and leadership.
Patricia Bennett
Work Experience
Senior Vice President Wealth Management at
Raymond James
March 2017 - Present
Senior Financial Advisor, Senior Vice President - Wealth Management at
Merrill Lynch
December 2007 - March 2017
Patricia Bennett
Education
Vanderbilt University, Bachelor's Degree
January 1983 - January 1987
Frequently Asked Questions about Patricia Bennett
What is Patricia Bennett email address?
Patricia Bennett's primary email address is ****************@raymondjames.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Patricia Bennett work for?
Patricia Bennett is a Senior Vice President Wealth Management at Raymond James, a company specializing in Investment advice.
Where Patricia Bennett graduated from?
Patricia Bennett holds a degree in from Vanderbilt University.
How can I directly contact Patricia Bennett?
To contact Patricia Bennett directly, you can use the email address ****************@raymondjames.com. Complete contact information is available upon registration with Muraena.
Who is Patricia Bennett?
Patricia Bennett is a seasoned financial professional with extensive experience in wealth management, currently serving as Senior Vice President at Raymond James. With a strong background in corporate finance, she adeptly manages the financial affairs of affluent families across the United States, tailoring strategies to meet their unique needs. Patricia's approach is characterized by a commitment to accountability and process development, ensuring her clients achieve their financial goals. She previously held a senior position at Merrill Lynch, where she honed her skills in creating custom financial plans. Patricia is passionate about understanding the dynamic nature of her clients' needs and the markets, which drives her to continually update their financial strategies. Her educational foundation from Vanderbilt University complements her practical experience, making her a trusted advisor in the financial sector. Outside of her professional life, Patricia is likely to engage in community activities, reflecting her dedication to service and leadership.
Patricia`s contact details
****************@raymondjames.com
Colleagues
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WMS, First Vice President, Investments
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First Vice President - Investments
Senior Vice President - Wealth Management Advisor