Patty Capsey brings over 23 years of industry experience to her role as Senior Registered Client Associate. She ensures client satisfaction by providing clients with the personalized attention and goal- oriented service they deserve. Patty strives to build deep and lasting client relationships. Her work philosophy is very client-centric based.
Patty started her career at Morgan Stanley and previously worked at ADP Retirement Services and Wells Fargo Advisors before joining Raymond James. Her industry experience and knowledge makes her a great resource for educating clients and assisting advisors. She enjoys helping analyze needs and uncover solutions for each unique client situation.
Patty holds Series 7 and 66 registrations and is life and health insurance licensed in the state of Florida. In addition, she has earned the designations of Chartered Retirement Planning Counselor and Financial Paraplanner Qualified Professional from the College of Financial Planning.
Originally from Vermont, Patty relocated to Clearwater, Florida in 2000. She loves traveling north to visit family and flyfish for trout with her brother. In addition, she enjoys antiquing, spending time at the beach and working in her garden.