As an independent practice, our focus is to understand your goals and develop a plan to help reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
Our Expertise
At Patel Wealth Partners, we’re interested in more than the investments in your portfolio – though we’re highly qualified and equipped to help you make the most of them – we’re first interested in you. Of course your assets are important, but those assets are truly a means to an end.
At Patel Wealth Partners, we’re interested in more than the investments in your portfolio – though we’re highly qualified and equipped to help you make the most of them – we’re first interested in you. Of course your assets are important, but those assets are truly a means to an end.
Jay is the Founder of Patel Wealth Partners and Financial Advisor with Raymond James. He has worked in the financial industry since 1999, gaining valuable experience through many market cycles. As a Financial Advisor for hundreds of families, he can help people gain confidence and clarity in their financial lives. Outside of the office, Jay can be found traveling, golfing, or spending time with his family.
Financial Advisor, Raymond James Financial Services
Founder/President, Patel Wealth Partners
Check the background of this investment professional on FINRA’s BrokerCheck
Natalie has over 25 years of experience in small business operations and client services. Self-employed for over 7 years she enjoyed working with small business owners in the areas of project management, website creation, internet marketing, and systems development. Since 2011, her focus has moved to the financial industry, concentrating on branch services, client relations and operations. In her free time Natalie enjoys spending time with her family, volunteering, traveling and staying active.
Branch Operations, Raymond James Financial Services
Client Relationship Manager, Patel Wealth Partners
