Human Resources: Graeme Patey

I am looking for businesses or organizations in need of a comprehensive qualified and nonqualified plan review. I assist clients with items as; plan design, participation, contributions, vesting, nondsicrimination, investing, fiduciary responsibilities, disclosing plan information to participants, rules and regulation updates, reporting, distribution, and fiduciary audit file.
I lead a team of highly skilled professionals managing wealth for private clients and profit/nonprofit businesses. My team is fee-based with more than 150 years combined experience in helping families grow, preserve, and pass on their wealth in a tax-efficient manner. The criteria for our clients selecting us as their primary financial advisor is; we are proactive about contact clients when upcoming tax and other changes will impact their investment portfolio. We clearly understand our client’s goals and family situation when giving investment advice. We orchestrate experts to help our clients create a formal financial plan. We coordinate and organize all our clients’ financial documents. We manage and integrate investment decisions. We provide full range of services to private investors and businesses encompassing a Our most deeply held principle at Smith Barney is clients come first. I am proud to be part of that tradition. To help you meet your financial objectives and build your wealth, I listen to your personal goals and then offer effective approaches to achieve them. At Smith Barney, I have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. My service to clients are conducting a needs analysis, provider search, cost analysis to market, investment policy statement, investment services, investment monitoring, fiduciary audit file, issue resolution, enrollment meeting & participant education, investment seminars & re-enrollment meetings, and strategic enhancements.

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