Pat Picornell, CFP®
As a Certified Financial Planner, wealth manager and avid pilot, Pat realizes that a safe journey begins with planning. Whether a client’s journey is getting to retirement or through retirement, or making sure their family is taken care of before their journey ends too early, it all starts with planning.
Pat and her partners in Sterling Wealth Management Group at UBS use their combined 100+ years of experience in providing a flight plan for the financial aspects of their client’s life with as little turbulence as possible. They have the expertise to get clients on board and traveling safely through this ride called life.
“I strive to listen to my clients and understand their needs, so I’m always prepared to guide them with advice and solutions that will help them enjoy the life they have worked so hard for.”
Pat is married to her loving husband, Kiko. She donates her spare time to one of her favorite causes, flying Pilots N Paws dog rescue flights.
UBS Sterling Wealth Management
709 S. Harbor City Boulevard, 5th Floor
Melbourne, FL 32901 | Ph: (321) 729-6770
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