Patricia has been in the Financial Services Industry for over 23 years. Trilingual, she speaks English, Portuguese and, Spanish. Patricia has experience working with clients from all walks of life and enjoys learning about their experiences to shape the plans she creates. Uncovering the details of her client’s life goals, hopes, and dreams keeps Patricia motivated to grow her business.
Every client is unique, and no two clients are created the same so their financial strategy is not a one-size fits all plan, it should be customized to them. When asked what she does for a living, Patricia simply tells people she is in a relationship building business that affords her to opportunity to educate people on HOW to protect, organize, and grow their finances. Depending on whether a client is in the accumulation, distribution, or legacy phase of their financial lifecycle, she can share various strategies and help the client decide what works best for their own situation.
When reflecting on her years of service she considers her career a blessing and couldn’t imagine doing anything else. In her spare time, Patricia enjoys spending time with her family, dog, and working in her garden.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.