Patti Gilbert
Assistant Vice President, Towne Wealth Management Registered Client Service Assistant II, RJFS
As a founding member of Towne Investment Group, Patti began working with the Wren’s in 1998 at the Chesapeake office of Scott & Stringfellow, Inc. She applies her experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at the highest level.
Patti is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend. Patti also upholds our philosophy of ‘doing what’s best for the client, not what’s best for us.’
She holds Series 7 and 66 securities licenses and a bachelor’s degree in English Literature from San Diego State University. Originally from San Diego, California she now lives in Chesapeake with her husband, Kevin. When not in the office, Patti enjoys playing the piano and spending time with her children and grandson