Jeffrey Patten
Premier Banker
1605 Lakewood Ranch Blvd
Bradenton, FL 34211-4905
About me
Background
Jeffrey Patten is a Premier Banker with 13 years of financial services experience. He helps empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. In collaboration with a larger team, he takes the time to understand what’s important to his clients and their families, the financial resources they’ve worked hard to build, and then develops a plan that caters to their unique situation. Jeffrey’s daily goal is to put his clients first by providing personal advice, exceptional service and care, and building their trust and confidence through high-touch attention, in-depth conversations, and technology.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
