OUR TEAM

Robert Patti is a seasoned Private Wealth Manager with a passion of striving for financial excellence and a love for sports, particularly golf and tennis. With a career spanning over two decades in the finance industry, Robert strives to provide tailored financial solutions to high-net-worth individuals, families, and businesses.

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Educational Background: Robert is an alumnus of Jacksonville State University, where he earned a degree in Finance, laying the foundation for his successful career in the financial sector. His commitment to continuous learning and professional development led him to achieve the Certified Financial Planner (CFP®) certification*, enhancing his knowledge in comprehensive financial planning.

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Professional Designations: In addition to his CFP® certification*, Robert holds the Certified Investment Management Analyst (CIMA) designation from The Wharton School at the University of Pennsylvania. This certification demonstrates his personal goal of mastering investment management concepts and strategies, indicating his desire to continue learning and growing in his profession.

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​Board of Trustees: Robert serves as the Treasurer on the Board of Trustees for Mount Bethel Christian Academy, showcasing his commitment to education and community leadership. In this role, he brings his financial knowledge and experience to support the academy's mission and strategic initiatives.

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Private Wealth Management Experience: As a Private Wealth Manager, Robert is dedicated to understanding the unique financial needs and aspirations of his clients.  Whether it's retirement planning, investment portfolio management, or estate planning strategies, Robert combines his experience with a client-centric philosophy to help deliver comprehensive financial solutions.

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Passion for Golf and Tennis: Beyond the world of finance, Robert finds joy and relaxation on the golf course and tennis court. An avid golfer, he appreciates the strategic nuances of the game and the camaraderie it fosters. On the tennis court, Robert's competitive spirit comes to life as he enjoys the physical and mental challenges of the sport. His love for these activities extends beyond recreation, as he actively participates in local golf and tennis events and engages with the community.

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Community Involvement: Recognizing the importance of giving back, Robert is involved in various community initiatives and charitable causes. He believes in the power of financial education and is dedicated to empowering others to make informed decisions about their wealth.

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Robert Patti's commitment to excellence, both in the financial realm and his personal interests, reflects his holistic approach to life. As a sports enthusiast, and Treasurer on the Board of Trustees for Mount Bethel Christian Academy, he strives to inspire and make a positive impact on the lives of those he serves.

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*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.

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