David Patton Email & Phone Number
Managing Director at Patton Wealth Management and Raymond James Financial Services, Inc @ Patton Wealth Management
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David Patton Location
- Toledo, OH, US
David Patton Work
- 2018 -now Managing Director at Patton Wealth Management and Raymond James Financial Services, Inc @
- 2007 -2018 Senior Vice President, Portfolio Manager and Financial Advisor @ Merrill Lynch Wealth Management
- 2004 -2007 Financial Advisor @ Smith Barney
- 1999 -2004 Financial Advisor @
- 1997 -1999 Regional Sales Manager @
David Patton Education
- The University of Toledo
MBA (Management/Marketing)
1994-1996 - St. John's Jesuit High School
David Patton Skills
- Wealth Management
- Series 7
- Retirement Planning
- Finance
- Portfolio Management
- Investment Management
- Investments
- Retirement
- Certified Special Needs Advisor
- High Net Worth Individuals
- Small Business
- Strategic Financial Planning
- Mutual Funds
- Asset Allocation
- Insurance
- Series 63
- Estate Planning
- 401k
- 401k Rollovers
- Life Insurance
- Financial Planning
- Management
- Strategic Planning
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 Wealth Management, Series 7, Retirement Planning, Finance, Portfolio Management and more. David Patton has 1 emails and 3 mobile phone numbers on RocketReach.
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