Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Patricia!
With 34 years of experience in the financial industry, she specializes in helping successful women, families, and business owners create personalized financial strategies tailored to their unique goals. She is particularly passionate about assisting the unplanned single—those who find themselves navigating financial independence due to divorce or the loss of a spouse—ensuring they have the confidence and tools to thrive financially.
She holds the Accredited Asset Management Specialist designation from the College for Financial Planning® and is a Certified Divorce Financial Analyst®, giving her specialized expertise in navigating the financial complexities of divorce and wealth management.
“I decided to join Vanderbilt because they gave me options, they listened to my concerns and feedback, and they care.” – Patricia
“Patricia’s dedication to her clients, as well as her community, embodies the GRITT culture, making her a perfect fit for Vanderbilt.” – Joe Trifiletti, President
