Patricia Walton
Patricia Walton
EXECUTIVE ADMINISTRATOR, CUSTOMER CARE
- Twenty years of experience
- Industry experience with LPL Financial, Charles Schwab and Broadview Wealth Management
- Investment Advisor
Specialties
- Account Maintenance
- Account Transfers
- Client Services
- Portfolio Evaluation Reports
More About Patricia
Patricia started her career in financial services at LPL Financial and most recently at Broadview Wealth Management. As an Executive Administrator with us, her extensive knowledge of the financial industry and outstanding client service skills are a wonderful addition to our team.
Patricia lives in Saratoga Springs with her husband. She has four children and four grandchildren. Patricia (Denio) grew up in Melrose, NY as one of eighteen children. She enjoys CrossFit, Broadway shows, and time with her grandkids.