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Patricia Bennett
Patricia Bennett
Senior Financial Advisor, Senior Vice President - Wealth Management | Raymond James
Louisville Metropolitan Area United States, United States
Patricia Bennett
Summary
Patricia Bennett is a seasoned financial professional with a wealth of experience in wealth management, currently serving as the Senior Vice President at Raymond James. With a strong background in overseeing financial affairs for wealthy families, she has honed her skills in developing tailored financial strategies that align with clients' unique needs. Patricia's career spans over a decade at Merrill Lynch, where she cultivated her expertise in tax-sensitive investing and comprehensive financial planning. Her educational foundation from Vanderbilt University complements her practical experience, allowing her to navigate complex financial landscapes effectively. Patricia is passionate about fostering long-term relationships with clients, emphasizing accountability and transparency in financial management. As a leader in her field, she is committed to continuous learning and adapting to market dynamics, ensuring that her clients receive the best possible guidance. Outside of her professional endeavors, she is likely to be engaged in community initiatives that support financial literacy and empowerment.
Patricia Bennett
Work Experience
Senior Vice President Wealth Management at
Raymond James
March 2017 - Present
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 ***********@ml.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 Financial Advisor, Senior Vice President - Wealth Management at Raymond James.
Where Patricia Bennett graduated from?
Patricia Bennett holds a degree in null from Vanderbilt University.
How can I directly contact Patricia Bennett?
To contact Patricia Bennett directly, you can use the email address ***********@ml.com. Complete contact information is available upon registration with Muraena.
Who is Patricia Bennett?
Patricia Bennett is a seasoned financial professional with a wealth of experience in wealth management, currently serving as the Senior Vice President at Raymond James. With a strong background in overseeing financial affairs for wealthy families, she has honed her skills in developing tailored financial strategies that align with clients' unique needs. Patricia's career spans over a decade at Merrill Lynch, where she cultivated her expertise in tax-sensitive investing and comprehensive financial planning. Her educational foundation from Vanderbilt University complements her practical experience, allowing her to navigate complex financial landscapes effectively. Patricia is passionate about fostering long-term relationships with clients, emphasizing accountability and transparency in financial management. As a leader in her field, she is committed to continuous learning and adapting to market dynamics, ensuring that her clients receive the best possible guidance. Outside of her professional endeavors, she is likely to be engaged in community initiatives that support financial literacy and empowerment.
Patricia`s contact details
***********@ml.com
****************@raymondjames.com
Colleagues
Financial Consultant
Sales Trader, Sales Manager
Senior Vice President, Wealth Management
Senior Financial Advisor, Senior Vice President
Credit Analyst
Financial Advisor
Vice President-Investments
Director
Investment Banking Associate
Senior VP