Program FounderQueen Conch
Patricia is a CPA, Personal Financial Specialist and Wealth Manager. Patricia started her career in 1972 and has been an active member of the Florida Keys business community since 1990. In 2004 Patricia sold her CPA practice so that she could focus her efforts in the area of Wealth Management where she possesses an arsenal of experience and knowledge in the building, preserving and management of wealth. With years of experience in her industry, she is passionate about empowering people with financial know-how.
“Through years of wealth management advising, I saw a pattern in the financial mistakes my female clients were making. They often left financial planning decisions to a spouse, partner, or advisor. To help guide them I drew on my own experiences. As a divorcee and widow my financial life had been an experiment, trial and error, until I became focused on one goal. This is the principle focus I shared with my female clients and is now the heart of “Wealth Management Boot Camp for Women. I want to share my focus and my strategies with as many women as I can.”
In addition to her successful career, Patricia is active in her community as chairman of the Mariners Hospital Foundation Board. She was previously honored by Baptist Health South Florida as Volunteer of the Year for Mariners Hospital.She is past chairman of the board of directors for the American Red Cross, as well as a former president of the Upper Keys Business and Professional Women’s Club, the honorary chairperson for Catholic Charities in Monroe County. Not to mention, an honoree Conch.Over the years, Patricia has lectured from Key Largo to Key West, to individuals, organizations and businesses. Recent seminars include:
- Financial Stability
- Alternative Investments
- Finances for Women
- Investment Risk
- What We Learned from the Financial Meltdown
- Patricia also co-founded and lectured at the Florida Key’s Estate Planning Symposium for 6 straight years.
*Patricia Mull is a registered and licensed RIA in the State of