Patricia P. Robertson

Patricia joined Maxim Capital Advisors, Inc. in 2010 bringing her client friendly, high level of service approach along with a fiduciary mind set to assist in investment management, brokerage and insurance services.

During her career, Patricia found that open communication with her clients and their families is what builds long-term relationships. Proper research and taking the time to educate is also paramount so that clients are able to have a clear understanding of their options. This gives clients the knowledge and control to make appropriate choices. Assisting clients along the right path and finding what they are truly looking for is Patricia’s passion.

Patricia’s prior affiliation with the Northern Trust Company and Bank of America’s Private Bank Brokerage Group has helped her gain expertise and knowledge to help her clients with their short and long-term investment management, education funding, tax advantaged strategies and retirement planning needs. Patricia has extensive knowledge of fixed-income offerings, equities, portfolio design and lifetime income solutions.

Patricia has been working in the securities industry since 1997 and banking industry since 1990. She holds an active Series 7 and Series 66 securities registrations. She is also licensed with the state of California Department of Insurance as a Life Agent.

A southern California native, Patricia has a B.S. in Business Management from Pepperdine University. Patricia enjoys the outdoors, biking, power walks, playing with her daughter, cooking and enjoying a nice glass of wine with her husband and friends. She, her husband and daughter reside in Costa Mesa, CA.

Patricia is not registered with Maxim Capital Advisors.