Director of Client Resources

Patricia R. Jakeway

Sevenbridge Team

After serving nine years as a Sergeant in the Army Reserves, Patty took a position as a receptionist with Merrill Lynch. From working in a variety of roles within the financial industry, she knew the ins and outs of providing the best client care.

Exceptionally organized and skilled at communicating, Patty is thorough in providing clients with solutions and service tailored to them. Her ultimate goal is to give clients the peace of mind their needs are being met in the best way possible.

The Stats:

28+ years Receptionist, Administrative Assistant, Manager's Assistant @ Merrill Lynch, First Union, Wells Fargo Advisors, SevenBridge Financial
6 years Sergeant @ Army National Guard

On Her Time Off:

She’s spending time on the lake, kicking back with a good book, or walking her dog.

meet the sevenbridge Team

Outcomes excite us. But it’s people that drive us.

Our integrated team of specialists use objective expertise to serve your unique needs.