Patty Yeager
MBA, AWMA®
Wealth Management Advisor
As a Wealth Management Advisor, Patty provides advice in financial planning and all aspects of wealth management for clients of Proquility Private Wealth Partners. Patty brings over 30 years of wealth management expertise to the business. She has developed a process driven approach that benefits Proquility Private Wealth Partners and our clients. Prior to helping form Proquility, she held a variety of roles at Merrill Lynch Wealth Management, including Manager for Merrill Credit Corporation in Jacksonville, Florida, and Commercial Lending Specialist in Los Angeles, California. She relocated to Las Vegas in 2000 as a member of the Merrill Southwest Regional management team. After a professional hiatus to raise a family, she returned to Merrill Lynch Wealth Management as an Investment Advisor with Ferguson & Associates in 2013.
Patty received her Bachelor of Science degree in Management and Finance, and later went on to obtain her MBA. She also earned the Accredited Wealth Management Advisor (AWMA®) designation and is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Patty has three sons and a daughter and was an active volunteer for the Meadows School in Las Vegas, where all four children attended. Patty now visits her children at their respective colleges and continues her quest to visit the best beaches and scuba diving locations worldwide.