Patricia (Patty) joined Ackler Wealth Management of Wells Fargo Advisors as a Senior Registered Client Associate in 2021. She is responsible for marketing, client management, and team support.
With over 15 years of experience in financial services, Patty’s career has focused on supporting the wealth management needs of clients, their families, and their goals. At Ackler Wealth Management she oversees all aspects of the day-to-day operations for the clients. From distribution requests to new account administration, Patricia delivers attentive and personalized service to support every client.
After earning her bachelor’s degree in Economics from Baruch College in New York City, Patty began her career at MassMutual/Fifth Avenue Financial. After twelve years, she move to Merrill Lynch, followed by Janney Montgomery Scott. In each role, she had the same goal: provide each client with exceptional, individualized service in the administration of their accounts. Now with Ackler Wealth Management, she appreciates the in-depth, personal approach to understanding clients’ needs and goals and aligning investment strategies to help meet those goals.
With a love for the heart of New York, Patty lives near midtown Manhattan with her fiancé. She loves to cook and explore new restaurants in the city, and likes to try the world wide cuisine the city has to offer. She enjoys going to the theater, traveling, photography and spending time with friends and family.