Pat Faulkner,

Pat has over 35 years of experience in the financial services industry, beginning his early career as a broker raising funds for initial public offerings. His extensive experience in brokerage firms and the guidance of trusted mentors has given him a diverse knowledge of the markets, and he continues to extensively research market trends and individual companies to this day. Pat has earned the professional designations of Certified Wealth Strategist® and the Certified Exit Planning Advisor (CEPA®), a framework for engaging business owners with value-added conversations around growth and exit strategies.

He is the senior managing partner of his team of hand-picked professionals at Towne Wealth Management. Each member of the team shares their unique skills and backgrounds to create an extremely high-quality foundation of service. With an emphasis on long-term financial planning, Pat and his team provide in-depth financial analysis to establish strategies that help sustain and grow wealth and income. Together they use their talents and expertise to create customized solutions for each family they serve.

Pat Faulkner and Dan Carlile are financial advisors and members of the Towne Wealth Management team that was named to the 2023 and 2024 editions of the Forbes list of Best-in-State Wealth Management Teams†. Pat has also been named to the 2021 and 2022 editions of the Forbes list of Best-in-State Wealth Advisors*. He has qualified for the Raymond James Leader’s Council** every year between 2015 – 2021 and the Raymond James Chairman’s Council** in the years 2022 - 2024.

† The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

* About Forbes ranking of Best-In-State Wealth Advisors The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealthadvisors for more info.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated master in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations.