Patricia Miller Picardi, CLU, ChFC, RIPC

Patricia Miller Picardi, CLU, ChFC, RIPC

Managing Partner

Phone: 610-970-8555, ext. 2
Fax: 610-970-8558
Mobile Phone: 610-246-9300
E-mail:
 

 

Credentials and Qualifications                                              

Chartered Financial Consultant (ChFC) from American College

Certified Life Underwriter (CLU) from American College

BBA in Finance, Minor in Economics (cum laude) from James Madison University

Named 5-Star Wealth Manager by Philadelphia Magazine (2010-2017)

Member of Women in Financial Services (WIFS)

Board Member and Past President and Secretary/Treasurer of NAIFA, Tri-County

Member and Membership Chair of Pennsylvania and National Associations of Insurance and Financial Advisors

Served on Guardian's Women's Advisory Board

Former Board Member and Secretary of the Foundation for Pottstown Education

Member of Tri County Chamber of Commerce

Member of the Million Dollar Roundtable

Holds Life, Accident, and Health License in numerous states

Series 6, Series 7, Series 26, Series 63 and 65

Interests

Active Elder and Clerk of Session of the Presbyterian Church of Pottstown, PA

Serves on Endowment  of First Presbyterian Church, Pottstown,PA

Member of USTA and Greater Pottstown Tennis Association

Enjoys spending time with husband, Kenn, and sons, Devin and Alec.  Also enjoys hiking with their golden retriever, Chase, competitive tennis, golf, skiing, yoga, biking, entertaining, gardening, annual college homecoming reunions and mission work camps.

 

Check the background of this investment professional - http://brokercheck.finra.org/

Registered Representative and Financial Advisor of Park Avenue Securities (LLC)