Patrice joined Baird in 2014 when McAdams Wright Ragen merged with Baird. Patrice has over 35 years of experience in the financial services industry. As a Registered Client Specialist for most of her career, she has gained valuable experience and has made a commitment to support and strengthen client relationships through her service expertise. She served on the Registered Associate Advisory Council at Baird from 2015 – 2017, representing, supporting and empowering Client Specialists. Patrice is a registered securities professional who holds her FINRA series 7, 24, 63 and 65 licenses. In addition to her Client Specialist responsibilities for The Westlund Group, Patrice handles the administrative supervisory duties for Baird's Bellevue branch.
Patrice lived in Dallas for over twenty years before returning to her home State of Washington in 2008 when she joined McAdams Wright Ragen.
Patrice enjoys cooking, spending time on the Oregon Coast and the San Juan Islands, and wine tasting in the wineries and tasting rooms of Woodinville, where she resides with her husband Jeff.
Connect with her on Linkedin.