Domicile State: MA
E-mail: pclarke@financialguide.com

Patricia Clarke

Pat is the Lead Client Account Administrator for Shared Services. She partners with Coastal Financial and is responsible for leading a team of Client Account Administrators in supporting advisors in establishing client insurance, investment, and annuity accounts from the application phase to its completion.

Pat has supported financial advisors in their practices for over 20 years as a Client Relations Manager providing servicing and new account support for advisors and their clients.

Pat has a BS degree in Psychology with minors in business and office administration, and an MS in Education Counseling.

Currently, she resides in Clinton, MA with her two daughters, and enjoys family time, music, and cross-stitching.