Patrick Buchanan, CFP®, ChFC®, CLU®

President, PWM
Financial Advisor, RJFS

Patrick

Patrick has been in the financial services industry since 1996 when he began his career as a financial advisor for American Express Financial Advisors. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant™ and a Chartered Life Underwriter™.

He serves as the director of advanced planning strategies for Private Wealth Management. In that capacity, he is responsible for overseeing the firm’s financial planning process including the development and application of client specific strategies for income distribution, wealth transfer and risk management.

He and his wife, Kris, are natives of Florida and live in Sanford with their three children: Genevieve, Caroline, and Liam. When time permits, he enjoys flying, fishing, hunting and just about any activity that takes place outdoors. His family is active in fundraising for Seminole County Animal Services through T.E.A.R.S. Inc., a not-for-profit organization founded by Kris. Patrick also serves as the Board Chair for The Foundation for Seminole County Public Schools. Patrick is also a Board Member with the Foundation for Florida Hospital Altamonte.

Patrick is an accomplished public speaker who enjoys opportunities to speak on the topics of leadership and personal confidence. He has been a featured speaker for several industry associations as a proponent of comprehensive financial planning and is always seeking opportunities to expand the public's awareness on these topics through speaking engagements.

Raymond James is not affiliated with Seminole County Animal Services, T.E.A.R.S. Inc., The Foundation for Seminole County Public Schools or the Foundation for Florida Hospital Altamonte.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Who We Are


In The News

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How to Gift Like a Billionaire

January/February 2016- Private Wealth Management Financial Advisor Lauren Wright

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Your Money or Your Life

September/October 2015- Private Wealth Management President Patrick Buchanan

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The Joy and Pain of Bubbles

May/June 2015- Private Wealth Management President Patrick Buchanan

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Alchemy 101

March/April 2015- Private Wealth Management President Patrick Buchanan

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The Complexities of Becoming Simple

July 2014- Private Wealth Management President Patrick Buchanan

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Making the Marks

May/June 2014- Private Wealth Management President Patrick Buchanan

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The Habit Loop

March/April 2014- Private Wealth Management President Patrick Buchanan

Private Wealth Management included in Orlando Business Journal's list of top 25 philathropic companies

November 2013

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When the Music Stops

Mar/Apr 2013- Private Wealth Management President Patrick Buchanan

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Lake Mary Life: Weather Investing

Jan/Feb 2013- Private Wealth Management President Patrick Buchanan’s,

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Lake Mary Life: Watching the Sunset

Nov/Dec 2012- Private Wealth Management President Patrick Buchanan’s,

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