First Vice President–Wealth Management
A Vice President of Investments with UBS Financial Services, Pat is an experienced Financial Advisor seasoned in the financial services industry. Her wisdom brings extensive knowledge of the financial markets and maintains her edge by studying and understanding the current economic conditions and adjusting accordingly. Using all of the tools at her disposal, she develops investment strategies that fit current conditions while planning for the long term financial success of her clients and their families.
Originally from Massachusetts, Pat was raised in central Florida where she met and married Jack. She and Jack moved to Houston in 1976. Recently she and Jack moved to the Clear Lake area. They travel frequently back to Orlando to visit with family and friends. She is an active member of her church and loves singing in the choir. As an avid reader, Pat has been a member of the “book club babes” for years. She also enjoys a weekly dance class; “…great exercise…”, and loves to entertain.