Biography

Contact Information:

phonePhone

352.390.1460

Patricia Conrad, CFP

Financial Advisor
Senior Vice President - Investments

I am incredibly blessed to be able to work with my clients and help them maximize their experiences. My clients enjoy traveling, sporting activities and their families. We attempt to achieve their success through planning and executing their investment plan. As a Wells Fargo Advisors Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

A little about myself. For as long as I can remember, I have enjoyed working with numbers. My education started at CF here in Ocala where I served on the Student Government. I continued my education at Saint Leo College where I earned my bachelor's degree in Business Administration. I started working in the Financial Services Industry in 1994. I have also attained my CERTIFIED FINANCIAL PLANNER™ or CFP® certification. I am incredibly blessed with a team that I consider family.

I am proud to be not only a native Floridian but also a native Ocala girl. I am currently a member of Ocala Business Leaders and I served on the Central Florida College Foundation Board where I am past Chair. I also partner with Hope Church and facilitate an adult "Hope Life Group". My husband of 32 years and I have three daughters, and four grandchildren. In our free time we enjoy traveling, numerous outdoor activities, hosting dinner parties and volunteering with local organizations.

 
Investment and Insurance Products :
  • NOT FDIC Insured
  • NO Bank Guarantee
  • MAY Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, CA, CO, CT, FL, GA, IN, MD, ME, MI, MN, MS, NC, NH, NV, NY, OH, OK, PA, SC, SD, TN, TX, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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