Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
19yrs
Patrick Eugene Shea
Financial advisor at Raymond James Financial Services Advisors
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 58% of advisors in Florida
Office3300 PGA Blvd. Suite 970, Palm Beach Gardens, FL 33410
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Uniform Combined State Law Examination
Career
- 2021 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2007 – 2021Ameriprise Financial Services, LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Raymond James Financial Services Advisors at 727-567-3020 and ask for Patrick Eugene Shea. Patrick works from the Palm Beach Gardens, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 19 years. More experience than 58% of advisors in Florida.
What licenses does Patrick hold?
Series 66. 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?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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