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
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VI
  • VT

Credentials

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

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