Patricia Fry Steward CPA/PFS is affiliated as an Investment Adviser Representative with Paraklete ® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity.
Ms. Steward, as a co-founder and past owner of a Raleigh NC public accounting firm, has more than 30 years of experience in estate and gift tax planning as well as individual and business tax planning, including succession planning for businesses and their owners.
Ms. Steward earned a B.S. degree in Math Education with honors from North Carolina State University (NCSU). After teaching math for four years, she attended the University of North Carolina at Chapel Hill and NCSU for accounting, auditing, tax and business law curriculum to obtain her CPA certification. In 1999 she attained and currently holds the professional designation of Personal Financial Specialist (PFS).
She is a member of the American Institute of Certified Public Accountants (AICPA) and the Personal Financial Planning Section of the AICPA as well as the Tax Division of the AICPA. She is also a member of the North Carolina Association of CPAs (NCACPA) and has served as a past board member of the association.
Ms Steward and her husband reside in Scottsdale, Arizona.
Email Pat at firstname.lastname@example.org