Patricia M. Walker

Patricia M. Walker

Director of Client Services

Pat has over two decades of experience in the financial services industry. She began her investment career in a large branch of a regional brokerage firm in the Raleigh area where she worked directly with both the Branch Manager and with a group of high net worth clients. Following that, she served for four years as Branch Operations Manager for another regional brokerage firm with responsibility for general operational issues, as well as compliance and regulatory matters. She is Series 7, 63, 66 registered through LPL Financial and holds a Master's Degree from North Carolina State University.

Prior to joining the industry she served for over eighteen years in various capacities, including Corporate Secretary and Purchasing Manager, for a publicly traded company in the Raleigh area.

She is currently President of her homeowner's association Board of Directors and leads the Knit Night group which meets monthly to make hats, scarves, children's sweaters and lap robes for area charities, including The Helping Hand Mission, The Healing Place, The Women's Shelter and Transitions LifeCare (Hospice). She enjoys being a member of a literary book club and is also an active member of a writer's group. In 2004 she was the recipient of the Greensboro Award for Short Fiction.

Phone 919-468-3783
Fax 866-239-6266