Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Three people sitting in office

Patricia "Pat" Picornell, CFP

Vice President–Wealth Management

Pat grew up in a military family, living throughout the United States and in Europe. Her education includes the United States Military Academy at West Point and Florida Institute of Technology, graduating with a Bachelors Degree in Electrical Engineering. She began her financial services career in Washington, D.C. as a financial advisor with First Union Investment Services. Following six years in the capital area, she returned to Melbourne in 1999, joining the firm of A.G. Edwards, Inc. In 2008 she joined UBS Financial Services, forming the Sterling Wealth Management Group.

Pat holds a Series 7, 63 and 65 security licenses as well as licenses for life, accident and health insurance and variable annuities. Pat holds the designations of Certified Financial Planner®.

Pat is married to Francisco. She also holds her pilots license and is active in the General Aviation community. She currently is on the Board of Directors for the Melbourne Pilots Association.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • KS
  • MD
  • MI
  • MO
  • NC
  • NJ
  • OK
  • PA
  • SC
  • TX
  • VA
  • VT

Credentials

  • CERTIFIED FINANCIAL PLANNER™
6905 N Wickham Road
2nd Floor
Melbourne, FL 32940
  • (321) 722-5437

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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