Patti Kavanagh, FPQP ®
Director of Relationship Management | Chief Administrative Officer
Born and raised on the East Coast shore, I'm an ocean lover at heart. My fondest childhood memories are with my family on the Long Island Sound, where my sister and I learned to swim and appreciate cream cheese and jelly sandwiches with the perfect touch of beach sand. I wouldn't realize until later in life how much I value those memories - if not the sandwiches. As a teenager, we relocated to Northern California. Eventually, we moved to Arizona, where I met my husband, Stuart, and our two children, Aislinn and Jaxson, were born. We now call Woodbury home, accompanied by our beloved Wheaten Terrier, Maisie.
I started my financial career at Wells Fargo Bank in Arizona, where I navigated various retail, operations, and management roles. I served as a Business Banking Officer with the Business Banking Group before relocating to Minnesota in 2007, ultimately joining Wells Fargo Advisors. Collaborating with skilled managers and dedicated colleagues, I learned the significance of fostering connections with clients and peers and prioritizing relationships over transactions. As I shifted towards specializing in financial advisory services, my personal milestones —marriage, parenthood, relocations, and moments of loss—nurtured a heartfelt empathy and profound insight into the delicate nature of managing money amidst life's ever-changing currents. I humbly draw from these experiences to offer personalized financial assistance with a genuine desire to touch clients' hearts at every turn along their unique journey.
With over 25 years of experience, my unwavering commitment lies in providing meticulous care to ensure the financial well-being of our clients and their families. Working closely with family members, attorneys, and CPAs, we devise comprehensive long-term strategies tailored to meet financial goals and family dynamics. Upholding ethical standards and dedicated diligence, I advocate ardently on behalf of our clients.
Despite life's business, I always find time for cherished friends, competitive physical fitness, rewarding home projects, and exciting sporting events.
As a team, our mission is to enhance the quality of our clients' lives and bring prosperity and blessings to those we serve. I focus on deepening multi-generational relationships with our clients and continuously strive to be attentive to their financial needs.
Contact Information
(612) 324- 0240
333 South 7th Street, Suite 2370
Minneapolis, MN 55402
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