Patricia Stump began her career as a sales assistant with Edward Jones, where she spent 2 years honing her skills in client relations and financial services. She then transitioned to Smith Barney, dedicated 12 years to building strong client connections and supporting the financial advisor in delivering top-notch services. While at Smith Barney, she passed her securities licenses 7, 9, 10 and 63*. These licenses demonstrate a broad and advanced knowledge of the financial industry, allowing one to engage in general securities sales, manage or supervise other representatives and services across various securities and financial instruments.
Her extensive experience in the financial sector was further solidified during her 12-year tenure at Stifel. The last 11 years, she played a key role in the success of the team with Stuart Augustine. Patricia now brings her wealth of knowledge and expertise to LPL, where she continues to work alongside Stuart. Her dedication to her profession and her ability to adapt to the ever-evolving financial landscape have made her an invaluable asset to every team she has been a part of. Patricia’s commitment to excellence and her client-first approach have earned her a stellar reputation in the industry.
Outside of her professional achievements, Patricia has been happily married to Don for 50 years. Together, they have two daughters and four grandchildren who are the light of their lives. Patricia’s family is her pride and joy, and she cherishes every moment spent with them. Additionally, she shares a deep love for her dogs, who bring her immense happiness and companionship.
*currently held at LPL Financial