Patrice L. J. Sinclair
CERTIFIED FINANCIAL PLANNER® professional, CERTIFIED ESTATE PLANNER™, Providing quality planning & thoughtful advice
- Role
- Senior Vice President, Wealth Management, Certified Financial Plannertm at Raymond James
- Location
- Auburn Hills, MI, US
- LinkedIn followers
- 500 followers
About Patrice L. J. Sinclair
Whether you’re in need of individual financial counsel or robust institutional…
Experience
Senior Vice President, Wealth Management, Certified Financial Plannertm
May 2008 — Present
As a Certified Estate Planner™ and Certified Financial Planner® professional, Patrice\'s extensive experience in the financial planning industry has been instrumental in assisting successful individuals and families to navigate the complexities of financial planning and the markets. She has built lasting relationships that span her 33 years in the industry. Her goal is to help her clients reach their personal, educational, retirement and estate goals while mitigating as much risk as possible. Through her ability to communicate, she offers the solutions to her clients\' challenges through strategic investment and retirement planning, cash management and risk control solutions. Patrice maintains the requirements to hold the series 7, 63, 65, and 31 licenses. She is also licensed in life, health and long-term care insurances. She is currently serving clients in 20 states.Presidents Club 2011; Presidents Club 2012; Presidents Club 2013; Presidents Club 2014; Presidents Club 2015, Presidents Club 2016, Presidents Club 2017, Presidents Club 2018, Presidents Club 2019, Presidents Club 2020, Presidents Club 2021, Leaders Club is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Skills
- Life Insurance
- Asset Protection
- Retirement Planning
- Investment Advisory
- Family Succession Planning
- Asset Allocation
- Wealth Management
- Family Legacy Planning
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