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John Patten, Jr., CTFA, Patten Fiduciary Services, Palm Beaches

Member profile details

Membership level

Individual/Professional Fiduciary

First name

John

Last name

Patten, Jr., CTFA

Organization

Patten Fiduciary Services, Palm Beaches

Phone

561-373-3203

About

John founded PATTEN FIDUCIARY SERVICES after a successful career of over forty years serving in senior and executive positions for Trust Departments and Wealth Management Divisions of commercial banks. Utilizing his education, CTFA designation, and experience, he is serving South and Central Florida’s families and individuals seeking an independent fiduciary as a sensible alternative. To learn more about John and his services, please visit www.pattenfiduciary.com.

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Specialty - Individual

Agent Under Power of Attorney
Guardian of Property
Personal Representative
Trustee

Service Area

South Florida
Central Florida

Website

www.pattenfiduciary.com

Address

15672 Goldfinch Circle

City

Westlake

State

Zip Code

33470

Professional Fiduciary Council of Florida
PO Box 430
St. Petersburg, FL 33731
727-350-4049