Vice President - Investment Officer
The Ware Financial Group of Wells Fargo Advisors
706.453.2663 | www.wfadvisors.com/ware-financial-group
My business: It takes a process to put your wealth to work in support of your goals. As your life circumstances change, so must the investment strategies we use to help keep you on course toward your objectives. Our process works to understand and evaluate, analyze and plan, recommend, implement, and respond.
My Mission: When you work with my team, we build an enduring relationship together based on trust and client-first, objective advice. The foundation of this relationship is collaboration – making sure we understand who you are, where you are now, and what you want to achieve.
My Strengths: I’m an advocate of continuing education. I earned the CFP® certification in 2008. I’ve been a Premier Advisor with the firm in 2012, 2014 and 2020. The Premier Advisor distinction is held by a select group of Financial Advisors within the firm as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Lessons you learned from the pandemic: Two takeaways: 1.) Don’t take small things for granted. 2.) Stay flexible. How have you risen to the challenges of COVID-19: Work at home has been more of a challenge than expected. We’ve done everything in our power to ensure that clients are tended to with the same level of timely and quality service that they deserve. Being a people person, I’ve stayed sane in the absence of high touch interaction with as much phone contact as I can with my clients, family, and friends.
Biggest role model: My biggest role model is my dad. He taught me that anything worth doing is worth doing well. He taught me to take responsibility. He taught me perseverance. He taught me to be diligent. These are mantras of my life.
What are your proudest moments: My proudest moments are when I can help others. Whether it is a work situation and helping a client through a life or financial challenge, my community time in the Rotary Club, the 100+ Women Who Care, or as a volunteer with Old Salem Fire Rescue – giving back to others gives me a great sense of purpose.
Favorite pastime: Time with my grandbabies is #1 these days. I also enjoy golf, walking, and yoga for recreation. Pat Ware The Ware Financial Group of Wells Fargo Advisors
Investment and Insurance Products: NOT FDIC Insured / NO Bank Gurantee / MAY Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company