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Patrick A. Faulkner picture

Patrick A. Faulkner

Financial Advisor, RJFS
Managing Partner, Towne Wealth Management

Phone: 757-585-2393
Email: patrick.faulkner@raymondjames.com
5235 Monticello Avenue
Williamsburg, VA 23188

Pat has been in the financial services industry since 1983. Using a team-approach, Pat and the team at Towne Wealth Management bring their talents and professionalism in providing customized, hand-crafted financial solutions. He advises each of his clients based on their unique financial goals, providing long-term financial planning, investment analysis, and portfolio reviews to high net worth clients. 


Experience and Professional Licenses

Towne Wealth Management, Raymond James Financial Services, Inc. Since 2016
Monarch Bank Private Wealth, Raymond James Financial Services, Inc. 2012 – 2016
SunTrust Investment Services, Inc. 2000 – 2012
Crestar Securities Corporation 1993 – 2000

Series 7: General Securities Representative
Series 63:
Uniform Securities Agent
Series 66:
Uniform Combined State Law Examination
Life and Health Insurance

Honors

Raymond James Leaders Council Member* 2015 – Present
Raymond James Executive Council Member* 2014
#22 Top 25 Bank Advisors Bank Investment Consultant (2015)**
                

*Membership is based on prior fiscal year production. Requalification is required annually.

**Qualification is based on assets under management, production, asset growth, percentage of fee business and production-per-assets.

Towne Family of Services

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Towne Investment Group, Towne Wealth Management, and TowneBank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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