Domicile State: MA
E-mail: pclarke@financialguide.com

Patricia Clarke

Pat is directly involved in creating a seamless and efficient experience during client onboarding. In addition, she is responsible for leading a team of Client Account Administrators in supporting advisors in establishing client insurance, investment, and annuity accounts from the application phase to its completion. 
 
Pat supported financial advisors in their practices for over 20 years as a Client Relations Manager, providing servicing and new account support for advisors and their clients. She has a bachelor’s degree in psychology with a minor in business and office administration and a master’s in education counseling.