Patrick A. Faulkner picture

Patrick A. Faulkner

Financial Advisor, RJFS
Managing Partner, EVP, Towne Wealth Management

Phone: 757-585-2393
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 strategies. 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

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


Raymond James Leaders Council Member* 2015 – Present
Raymond James Executive Council Member* 2014
#16 Top 100 Bank Advisors Bank Investment Consultant (2018)**
#32 Top 100 Bank Advisors Bank Investment Consultant (2016)**
#22 Top 50 Bank Advisors Bank Investment Consultant (2015)**

*Membership is based on prior fiscal year production. Re-qualification is required annually.

**Qualification is based on assets under management, production, asset growth, percentage of fee business and production-per-assets. The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/raging. BIC is not affiliated with Raymond James.

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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 Privacy Policy

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