Vice President–Wealth Management
Financial Advisor
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.
Credentials
Vice President–Wealth Management
Financial Advisor
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.
Credentials
Senior Client Associate
Senior Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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