Pat Jolly

Assistant Office Manager


Pat is responsible for the account billing process, new investment account openings and assisting in the transfer and rollover process. Pat handles all checks that flow through the office to insure their prompt delivery. 

She regularly interacts with clients ensuring that we respond to their needs in a timely manner. She primarily handles the daily administrative tasks for clients’ accounts. 

She is happily available to be of assistance in addressing any questions and account issues every day.

Pat is married to husband David and has three children David, Christopher and Daniel. She is also the proud grandmother of Janessa. Pat is an enthusiastic quilter and enjoys her trips to Pennsylvania shopping for fabrics.

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