Main Office – Metro Atlanta
Patricia McGarvey is Manager of Financial Planning Services at Paraklete® Financial, Inc. (PFI). Pat coordinates PFI’s client service and financial planning activities. She also directs and supervises the day-to-day operations of the corporate office.
Her 20 (plus) years of experience in the financial services industry includes corporate office support for remote and off-site locations. As a member of dynamic client service teams, Pat has successfully helped to establish and maintain client relationships. She has also been keenly involved in developing client communication, implementing goals for client follow-up, and analyzing financial plans.
Pat was instrumental in helping to open the west coast office for Ronald Blue & Co. where she also wrote, established, and implemented office procedures that included the training of new personnel. Her ability to come alongside co-workers has been known to bring clarity and simplicity to complicated situations.
As a member of the Ronald Blue & Co.’s corporate headquarters, Pat developed and coordinated firm-wide training procedures for the client service assistants across 14 remote offices. She also provided support of firm-wide training for all levels of the organization.
Pat earned her bachelor’s degree in Christian Education at Toccoa Falls College. In addition she has completed several CFP® courses and holds the Series 65 certification. Pat resides in Marietta, GA.
Email Ms. McGarvey at firstname.lastname@example.org