Patrick Bressler
As a business development consultant for the East, Patrick works with financial advisors who are interested in using Raymond James as a custodial partner for their RIA or Hybrid RIA business. He covers New Jersey, New York, Pennsylvania, Connecticut, Rhode Island, Massachusetts, Vermont, New Hampshire and Maine.
Patrick joined Raymond James in 2006 and spent nearly eight years working as an internal and external wholesaler within the Asset Management Services (AMS) department. In 2015, Patrick joined the firm’s internal recruiting group, Advisor Choice Consulting (ACC), where he spent close to three years supporting Raymond James’ RJA, ICD, FID and IAD divisions in their recruiting efforts.
Patrick is a native of Biloxi, Mississippi, and has an undergraduate degree in banking and finance from the University of Mississippi. He also holds the Certified Investment Management Analyst® (CIMA®) designation from the University of Pennsylvania’s Wharton School of Business. Patrick is married to Whitney, a stay-at-home mother, and is the father of three daughters, Quinn, Emerson and Rowan.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute's initial and ongoing credentialing requirements for investment management professionals.