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 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 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 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 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 Campbell is a financial advisor with over 30 years of experience in the industry. Patricia currently works for Raymond James Financial Services Advisors, Inc. in Richmond, Virginia. Patricia holds Series 63, Series 65, Series 7, and SIE licenses.

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ADVISOR BIO

Patricia Woodie is a financial advisor with Wells Fargo Clearing Services, LLC in Charlottesville, Virginia. Patricia has been in the financial industry since February 21, 1993 and is a registered representative with FINRA and is licensed in 28 states. Patricia previously worked at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Patricia offers a variety of financial services to individuals and businesses, including portfolio management, financial planning, and investment consulting.

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ADVISOR BIO

Patricia Gail South is a registered representative with Edward Jones. Patricia has been in the securities industry for over 10 years. Patricia is licensed to offer securities in Virginia, California, Connecticut, District of Columbia, Florida, Georgia, Maryland, New York, North Carolina, and Wisconsin. Patricia has a Series 66 license, a Series 7 license, and a Securities Industry Essentials Examination (SIE). Patricia is a registered representative with Edward Jones in Charlottesville, Virginia.

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ADVISOR BIO

Patricia Piggott is an investment advisor representative with Madison Avenue Securities, LLC. Patricia has been in the industry for a number of years, and has a strong background in financial planning and portfolio management. Patricia holds the Series 7TO and SIE exams and is registered with FINRA.

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ADVISOR BIO

Patricia Kennedy Penn is a financial advisor with over 29 years of experience in the financial services industry. Patricia Kennedy Penn is currently registered with Morgan Stanley in Alexandria, Virginia. Patricia Kennedy Penn has a Series 63, 65, and 7 licenses, as well as a Series 8 license and a Series 31. She is a Certified Financial Planner. She is also registered in 34 states. Patricia Kennedy Penn has previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Legg Mason Wood Walker, Incorporated, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS