Mauney-Pitt Financial Management
43yrs
Top advisor by experience in Shelby
34yrs
Patrick Mauney
Full name on record: Patrick Lawrence Mauney
Financial advisor at Mauney-Pitt Financial Management
Based in Shelby, North Carolina, Patrick Mauney is a fiduciary financial advisor with 34 years of industry experience. Patrick has been with Mauney-Pitt Financial Management since 2026; before that, Patrick spent 17 years at Raymond James Financial Services Advisors and six years at Raymond James Financial Services. Mauney-Pitt Financial Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 25 advisors with offices in Shelby, and one of 22 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 7% by experience in North Carolina
Office310-2 East Graham Street, Shelby, NC 28150
How the firm is paid ?Percent of assets
Typical client at the firm ?$587,143
Advisors at the firm3
States licensed ?1 state
Services through Mauney-Pitt Financial Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowMauney-Pitt Financial Management, Inc.Current firm
- 2009 – 2026
- 2003 – 2009Raymond James Financial Services, Inc.Previously
- Dec 2001 – Nov 2002Wells Fargo Clearing Services, LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Mauney-Pitt Financial Management at (704) 481-0101 and ask for Patrick Mauney. Patrick works from the Shelby, NC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1992, about 34 years. Top 7% by experience in North Carolina.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Mauney-Pitt Financial Management reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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