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Meet Patty

Patricia strives to provide excellent customer service to our clients. Her compassionate and understanding nature makes her an excellent Client Relations Manager and valuable member of our team.

A Baltimore native, Patricia has experience in retail banking as well as mergers, acquisitions and consolidations. She briefly worked in education while raising her son.

Outside of the office, she enjoys spending time with her family – especially her son. She loves spending time at the beach and is an avid reader.

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.