Simply put, that's our purpose. For 150 years and counting, weve been helping our customers live a better life, longer. And today, were more dedicated than ever to expanding access to financially secure and fulfilling futures.
Our Team
Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help pursue your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.
As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee.
Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.
I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.
Patricia has been a Financial Advisor based in Central Florida, since 2020. She lives and works in the Orlando area, proudly joining Prudential in 2025.
Specializing in comprehensive financial planning, financial literacy and women and wealth, Patricia works together with individuals, families, and small business owners to help them visualize and achieve their future financial and retirement goals. She is not only excited to work alongside people during the various stages of their financial growth, but she is also mindful and grateful for the faith that her clients place in her and their partnership.
Patricia was born and raised in the Midwest before moving to Florida in 2018. Prior to relocating, she obtained her Bachelor of Science in Education from Miami University, and her Master of Educational Administration and her Doctorate in Educational Leadership and Policy from the University of Cincinnati.
A life-long fan of Disney, Patricia enjoys spending time with her family and friends in and around The Parks whenever she can. In addition to working with her clients, Patricia is a supporter of both The National Alliance on Mental Health (NAMI) and the Modern Widows Club (MWC). She also volunteers her time to Give Kids the World, The Hope Center and Second Harvest Food Bank.
LPL ENTERPRISE, LLC
FL
Businesses, Individual Investors
Spanish
Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Long Term Care, Disability, Annuity, Life, Variable Annuity
Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments
Email, Phone, Our Office, Video Conference, Your Office
Fee-Based
$250K+
Flat Fee, Based on Assets, Commissions
Yes
WiserAdvisor provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
"Prudential Advisors" is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America ("PICA") and its insurance company and other affiliates (collectively Prudential ). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under "Prudential Advisors." LPLE and LPL Financial are not affiliated with Foundational Wealth Planners or Prudential.
