Vicki Patman

Vicki has over 40 years of experience in the financial services industry, specializing in investment planning and asset and liability management for high net-worth clients. She takes pride in the long-standing personal relationships she develops, while helping her clients to reach their financial and personal goals with creative solutions to complex issues. Her practice is holistic, strategic, and client-centric. Vicki began her financial career at Drexel Burnham Lambert ('84-89) and Merrill Lynch ('89-09) before joining Wells Fargo Advisors in 2009. Vicki's team has been recognized as one of the Forbes Best-in-State Wealth Management Teams for California in 2023 and 2024 by Forbes Magazine(1). Vicki was named to Forbes' Top Women Wealth Advisors Best-In-State for 2025. Vicki graduated with a BA in Economics from the University of California, Los Angeles. Vicki splits her time between Los Angeles, CA and Sun Valley, ID and is active in her local community with the Greenwich Village Association, UCLA Alumni Association, and Richstone Center. She enjoys hiking and biking outdoors, traveling, and spending time with family.