David Patton
Managing Director at Patton Wealth Management/Raymond James Financial Services, Inc at Patton Wealth Management
- Role
- Managing Director at Patton Wealth Management Raymond James Financial Services, Inc at Patton Wealth Management
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Patton
Our primary focus is to protect and grow our clients wealth. We help our clients define…
Experience
Managing Director at Patton Wealth Management Raymond James Financial Services, Inc
May 2018 — Present · Maumee, OH, US
Skills
- Investment Management
- Certified Special Needs Advisor
- High Net Worth Individuals
- 401k Rollovers
- 401k
- Small Business
- Life Insurance
- Finance
- Strategic Planning
- Estate Planning
- Financial Planning
- Insurance
- Wealth Management
- Portfolio Management
- Series 63
- Series 7
- Management
- Retirement
- Strategic Financial Planning
- Investments
- Asset Allocation
- Mutual Funds
- Retirement Planning
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