David Patton Email & Phone Number
Managing Director at Patton Wealth Management and Raymond James Financial Services, Inc @ Patton Wealth Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Patton Location
- Toledo, OH, US
David Patton Work
- Managing Director at Patton Wealth Management and Raymond James Financial Services, Inc @ (May 2018 - Present)
- Senior Vice President, Portfolio Manager and Financial Advisor @ Merrill Lynch Wealth Management (November 2007 - May 2018)
- Financial Advisor @ Smith Barney (February 2004 - November 2007)
- Financial Advisor @ (November 1999 - February 2004)
- Regional Sales Manager @ (April 1997 - August 1999)
David Patton Education
- The University of Toledo
MBA (Management/Marketing)
1994-1996 - St. John's Jesuit High School 1986
David Patton Skills
- 401k
- Asset Allocation
- Certified Special Needs Advisor
- Estate Planning
- Finance
- Financial Planning
- High Net Worth Individuals
- Insurance
- Investment Management
- Investments
- Life Insurance
- Management
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
- 401k Rollovers
David Patton Summary
- David Patton, based in Toledo, OH, US, is currently a Managing Director at Patton Wealth Management and Raymond James Financial Services, Inc at Patton Wealth Management. David Patton brings experience from previous roles at Merrill Lynch Wealth Management, Smith Barney, Edward Jones and Leiner Health Products. David Patton holds a 1994 - 1996 MBA in Management/Marketing @ The University of Toledo. With a robust skill set that includes 401k, Asset Allocation, Certified Special Needs Advisor, Estate Planning, Finance and more. David Patton has 1 emails and 3 mobile phone numbers on RocketReach.
Looking for a different David Patton?
Find contact details for 700 million professionals.
Others Named David Patton
David Patton
Senior Director, Content Strategy
Kirkland, WA, US
David Patton
Vice President
Dallas, TX, US
David Patton
Acting President
Washington, DC, US
David Patton
Chief Financial Officer - NA Seals Businesses
Milwaukee, WI, US
David Patton
Founder and CEO
Nashville, TN, US
David Patton
Chief Information Security Officer
Huntsville, AL, US
Top Patton Wealth Management Employees
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co