ADVISOR BIO

Patricia Angela Chapple is a financial advisor currently associated with Wells Fargo Clearing Services, LLC. Patricia has been in the industry since March 15, 2000, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Patricia is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 63 and 65 licenses. Patricia also has a Series 99TO license and holds the SIE exam.

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ADVISOR BIO

Patricia Soileau is a registered Investment Advisor Representative with Kinloch Capital, LLC in Glen Allen, Virginia. Patricia has been in the securities industry for over 30 years and has experience with a variety of firms. Patricia currently holds Series 63, 65 and 7 licenses. Patricia focuses on providing financial planning and portfolio management for individuals and pooled investment vehicles.

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ADVISOR BIO

Patricia Alfano Shepherd is a financial advisor registered with Osaic Wealth, Inc. in Virginia Beach, VA. Patricia has been in the financial industry since 2001 and has a Series 6, 7, 63 and 65 licenses. She offers investment advisory services for individuals, families, and businesses. Patricia has a diverse range of experience and has worked for several financial institutions in the past including The Lincoln National Life Insurance Company and MetLife Securities Inc.

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ADVISOR BIO

Patricia Flowers Jacobina is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., having worked in the industry since December 17, 1984. Patricia is registered in 46 states and the District of Columbia. Patricia also has a current registration with FINRA. Patricia has worked at Dean Witter Reynolds Inc. and Bank of America, N.A.

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ADVISOR BIO

Patricia Koogler is a financial advisor registered with Ameriprise Financial Services, LLC, based in Waynesboro, Virginia. Patricia Koogler has been in the financial industry since 1994, and is licensed to provide investment advice in Virginia and Texas. Patricia Koogler is a Registered Representative of Ameriprise Financial Services, Inc. Patricia Koogler provides financial planning, pension consulting, and portfolio management for individuals and businesses. Patricia Koogler also offers educational seminars and publishes periodicals. Patricia Koogler is a Registered Representative of Ameriprise Financial Services, Inc.

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ADVISOR BIO

Patricia Lucas is a financial advisor with over 20 years of experience in the industry. Patricia Lucas is currently registered with Equity Services, Inc. in Virginia. Patricia Lucas has worked with a variety of firms throughout her career, including MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company and Allstate Financial Services, LLC. Patricia Lucas is licensed to sell securities in 12 states including Alaska, Colorado, Florida, Georgia, Maryland, Missouri, New York, North Carolina, South Carolina, Virginia and West Virginia. Patricia Lucas offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Patricia Lucas also holds a Series 6, 7, 63 and 65 licenses and a SIE designation.

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ADVISOR BIO

Patricia Koehn is a financial advisor with over 30 years of experience in the industry. She currently works at The Strategic Financial Alliance, Inc., a firm with over 70 registered representatives and a focus on providing financial planning, portfolio management, and educational seminars to individuals and businesses. Patricia has worked with a wide range of clients, including high-net-worth individuals and corporations, helping them achieve their financial goals. Patricia is licensed to provide advisory services in Georgia and Texas. She is also registered with FINRA and the SEC. Prior to joining The Strategic Financial Alliance, Inc., Patricia worked at IFG Network Securities, Inc. and Princor Financial Services Corporation.

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ADVISOR BIO

Patricia Lane Morgan is a financial advisor who has been in the industry since 1998. Patricia currently works for Spire Wealth Management, LLC. Patricia is a registered Investment Advisor Representative and has a Series 7, 63, and 65 license. Patricia also has a Series SIE exam. In addition to her role at Spire Wealth Management, LLC, Patricia has other business interests including a role with Spire Investment Partners. Patricia has a number of areas of expertise that include insurance, retirement and estate planning, divorce planning, and financial planning.

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ADVISOR BIO

Patricia Houlihan is a financial advisor with over 30 years of experience in the industry. Patricia is a Certified Financial Planner and holds both Series 7 and Series 63 licenses. Patricia currently works at Houlihan Financial Resource Group, Ltd. in Ashburn, Virginia, and is registered with the state of Virginia. Prior to joining Houlihan Financial Resource Group, Ltd., Patricia was employed at Royal Alliance Associates, Inc. in Scottsdale, Arizona. Patricia’s experience in the financial services industry coupled with her knowledge and expertise in providing financial planning and portfolio management services makes her a valuable resource for her clients.

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ADVISOR BIO

Patricia Centeno is an investment advisor representative, with over 30 years in the industry, currently affiliated with Truist Advisory Services, Inc. in Richmond, VA. Patricia has experience in various financial fields, including investment advisory, securities trading, and portfolio management. Previous affiliations include Wells Fargo Clearing Services, LLC and First Clearing, LLC, among others.

SPECIALIZATIONS