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. She recognizes the value of long-term relationship building, and works closely with our next generation of young professionals and families in the earlier stages of their financial journey.
Patty began her career in 1992 and brings over 26 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 Associate with Ferguson & Associates in 2013.
Patty received her Bachelor of Science degree in Management and Finance, and later went on to obtain her Master of Business Administration, while more recently earning the Accredited Wealth Management AdvisorSM (AWMA®) designation. Patty is the mother of four children, including three sons and a daughter. She devotes her time to her family and is an active volunteer for the Meadows School in Las Vegas.