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.