Throughout a distinguished career in the financial services industry that started in 1986, Patrice has established herself as a leader, speaker, thinker and connector, continuously cultivating relationships with clients and colleagues in the financial industry and beyond.
A most rewarding aspect of her work is seeing loyal clients become lifelong friends and having the families she serves refer their grown children and grandchildren to her. “Most of our clients have known me well over half my lifetime and have been with me for more than 25 years,” Patrice says. “You build trust and confidence over a long period of time.”
Her clients’ financial well-being is always top of mind. Patrice carefully listens to her clients and colleagues to provide the guidance, advice or strategy they seek for everything from their retirement to their children’s education.
Patrice helps her clients guard against making irrational decisions that often plague investors who become overly optimistic or pessimistic. “I don’t want them watching the markets and stressing over the daily gyrations. that is what they hire me for,” Patrice says. “I often tell clients that being objective about their money helps to put me in a position to make recommendations that aren’t based on emotions.”
Her integrity and approachability are two attributes that her clients appreciate. “They know that I have their best interest at heart and that they can call me whenever they have a concern and need to talk,” Patrice says.
“Over the years, there has been more and more talk in the industry about segmenting who you serve, but I truly feel that since God put me here, I’m here to serve whoever needs help. I particularly love working with women, so I tend to gravitate to them,” Patrice adds.
Patrice holds several key professional credentials that help her serve the specific and complex needs of her clients. In 2002, she completed the extensive coursework and testing and met the ethical requirements to become a Certified Financial Planner™ professional. This certification is one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
In 2009, Patrice also successfully met the curriculum and examinations required by the National Institute of Certified Estate Planners and Raymond James, earning the designation of Certified Estate PlannerTM. She is also an Investment Management Consultant with Raymond James.
Due to the depth of her knowledge and respect in the industry, her advice and perspective are often sought. She has been quoted in publications, such as U.S. News & World Report, and has been invited to serve on the boards of numerous companies and organizations.
She has been named to the list of Forbes Top Women Advisors Best-In-State* in 2021 and 2022 and the Raymond James President’s Club since 2012.**
The destiny that became her career path
Patrice has been in the financial industry since she fell into a receptionist position with Prudential-Bache Securities in 1986 while living in Newport Beach, California, when she was 20 years old – though it wasn’t her goal to be a financial advisor then.
“God knew that I would be good at this job and eventually put me in my chair after I learned other aspects of the business by working in other positions,” Patrice says.
Patrice quickly rose through the ranks at firms, including E.F. Hutton; Kidder, Peabody & Company; and Smith Barney, to become a wire operator, then a registered service associate and, finally, a financial advisor and partner to her former broker. She moved her practice to Raymond James in 2008, where she has worked ever since.
Why Patrice chose Raymond James
“After working in wire houses my whole career, I knew there had to be a better way, a better place to be able to service my clients’ needs. Since moving to Raymond James in 2008, Patrice has loved the small-firm feel to this ‘premier alternative to Wall Street.‘
“One quick story, I was at the Raymond James home office in St. Petersburg, Florida, for a meeting shortly after coming on board and one of the top executives walked by and said to me, ‘How are you doing, Patrice? I’m going to be up in your area soon.’ All I remembered for years was that he knew my name and where I was from. I’ve valued that relationship with him ever since.”
A notable legacy of community service
Patrice’s commitment to giving back is demonstrated by her support for charitable organizations that help improve the lives of others, such as Faith in Action-Oakland County, the Michigan Animal Rescue League, Grace Centers of Hope, the Neighborhood House, The Sandbox in Charlotte, North Carolina; MDOT’s Adopt-A-Highway program and others. She is a member of The Women of Faith and assists with the Welcoming Team at Faith Church-EPC.
Patrice is a graduate of Leadership Rochester and a member of the Rochester Hills Chamber of Commerce, where she has served as a chamber ambassador and parade volunteer. In addition, she is one of the original Power of 100 Women with the Michigan Women’s Foundation, participates in 100 Women Who Care in Oakland County and is one of the initial 100 Businesses Who Care in Oakland County.
Patrice was born and raised in Oakland County, Michigan, and has lived in the state for most of her life. She lived in California for three years in her early 20s and was an exchange student in Australia and Mexico.
Today, she splits her time between Rochester Hills, MI and Caseville, MI where she purchased a house during the pandemic. Patrice’s son Caleb married his sweetheart Katelyn in 2020 and have recently become parents, Patrice’s first grandchild and new love of her life. Her daughter Alexis is building a life in Las Vegas (until she can be talked into moving back closer to MI) so Patrice lives with her 2 Great Danes (Kaylee and Bowie) and her spirited cat Kiki.
P.S. Personally speaking
Q. What are your must-have travel items? Books, lots of them
Q. What is your favorite kind of trip? Why? I prefer warm weather trips so if there are palm trees at my final destination, I’m happy. And a hammock.
Q. How do you spend your time outside the office? Well, this year I’ve set a goal for myself to read 50 books so that means I have to make a concentrated effort to read every day. Also, I’m learning Italian on Duolingo and through a community program so if I’m not reading, I’m practicing my lessons.
Q. If you weren’t doing what you do today, what other job would you have? My first goal was to either marry Donny Osmond or be one of his backup singers, but some dreams are destined to remain in our hearts. (I did get to meet him this year though!) My path to becoming a financial advisor was more God’s will than mine and since He usually gets his way, here I am. In another life, I’d probably do something in the travel industry.
Q. What’s the one thing that might surprise others about you? I used to be an underwater basket weaver. Truly! When I was learning to scuba dive, basket weaving takes your mind off your buoyancy while under water. I still have the baskets to prove it.
Q. If you could spend a week anywhere in the world, where would it be? Upcoming bucket list trips include Scotland, Portugal, Costa Rica and almost anywhere in the U.S. I haven’t already been. I’m excited to explore the Upper Peninsula of Michigan next summer as there is still so much I haven’t seen up there.
Q. What’s the one thing you couldn’t live without? Well, I guess it goes without saying that my family is the most important thing to me … including my great Dane and my cat, of course. That being said, having gone through some fairly serious health challenges in the past, I’m grateful every day for being healthy and being on a path to being in shape and in as much control of my health as I can be.
Q. How do you define success? Having the flexibility to make my own schedule and set my own hours. I would also say that being in a position where I can mentor others and draw on the experiences that I’ve had is a good definition of being successful.
*Named in Forbes|SHOOK 2025 Forbes Best-In-State Wealth Management Teams*
**Named in Forbes|SHOOK 2024 Forbes Best-In-State Women Wealth Advisors**
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State 2024, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.
**Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually since prior membership is no assurance of future membership. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this reward/rating.