Patti has been with Raymond James for over three decades. She became a CERTIFIED FINANCIAL PLANNER™ in 1994, an Accredited Estate Planner™ in 2016, and a Retirement Income Certified Professional™ in 2018. Patti also holds several securities licenses including her Series 7, 63, 65, 9 and 10. Patti helps her clients with all aspects of financial planning, specifically focusing on planning for retirement. Patti has served in leadership positions for the Beverly and Danvers Chapters of BNI™, Essex County Estate Planning Council and Girl Scouts of Spar and Spindle Council.