About The Patriot Financial Group
Putting our team to work for you & your team.
As an independent Registered Investment Advisor, TPFG is partnered with two of the industry’s leading custodians, TD Ameritrade and Charles Schwab, to serve our advisors and their clients with the best programs and platforms to manage their assets. In addition to partnering with TD and Schwab, we are supported by Securities America for our brokers and have the ability to clear through either National Financial or Pershing to accommodate the needs of our advisors.
To top it off, our advisors utilize Black Diamond—an industry leader in technology, data aggregation and performance reporting—to deliver an incredible client experience when reviewing their portfolio. All in all, The Patriot Financial Group is uniquely positioned to add incredible value to the practice of an independent financial advisor and we look forward to serving your needs as a client.
The Patriot Group Financial Management Team
Together we grow.
The Patriot Financial Group has a track record of taking already successful advisors and helping them achieve the next level. While it may sound too good to be true, the reality is that through our team model, resources, technology and of course, one of the best back-office support teams ever assembled we can do just that. This team is ready, willing and able. They have the expertise and experience to support you now and as you grow.
Sr. Vice President of Business Development
With decades of experience in financial services and marketing, Jill has the unique ability to help advisors and professionals work together to help clients achieve their financial goals.
Client Services Associate
Maggie provides complete back-office processing from getting advisors appointed to insurance carriers to processing and submitting applications, coordinating parameds, and responding to correspondence for Patriot Brokerage Services
Previously, Ashley was an Investment Specialist at Merrill Edge which led her to develop a growing interest in the interpretation of SEC rules and FINRA policies. She will play a key role in the supervisory aspects of the firm.