About Us

Patton Wealth Advisory Team | Stifel | Pensacola, Florida | Douglas Patton, CPA, Senior Vice President/Investments, Ryan Patton, CFA, Financial Advisor Associate, Mary Day, CFP®, AIF®, Financial Advisor Associate, Cari Shaw, Client Service Associate, Jennifer Miller, Registered Client Service Associate
Pictured above, from left to right:  Mary Day, Douglas Patton, Jennifer Miller, Ryan Patton, Cari Shaw

 

Douglas Patton, CPA, Senior Vice President/Investments, Patton Wealth Advisory Team, Stifel, Pensacola, FloridaDouglas Patton, CPA, AIF®
Senior Vice President/Investments

Doug began his career in the accounting industry in 1975 with Coopers & Lybrand. He later worked for the Internal Revenue Service, auditing individuals, corporations, and partnerships. In 1981, he co-founded the firm O'Sullivan Patton Jacobi (later known as O'Sullivan Creel, LLP), where he provided traditional accounting services, such as tax, financial, estate, and retirement planning. In 1998, Doug became the managing partner for the O'Sullivan Hicks Patton Private Client Services, LLP, at which point his focus expanded from tax services to holistic wealth management. In 2003, he joined Morgan Keegan's Wealth Management division. Doug moved to Stifel and formed the Patton Wealth Advisory Team in 2012.

In 2019 and 2020, Doug was named as one of Barron's Top 1,200 Financial Advisors.1

Doug holds a B.S.B.A. with a major in Accounting from the University of Florida. He is a Certified Public Accountant (CPA) and holds the Accredited Investment Fiduciary® (AIF®) certification. He also holds the Series 7 and 63 licenses, along with a Florida Life, Health, and Variable (including annuities) Insurance license.

 

 

Mary Day, CFP®, AIF®, Financial Advisor Associate, Patton Wealth Advisory Team, Stifel, Pensacola, FloridaMary Day
Financial Advisor Associate

Mary has worked in the financial services industry since 1978. After spending 17 years in the banking industry, she joined the CPA firm of O'Sullivan Hicks Patton, LLP in 1995.  In 1999, she became the Manager for O'Sullivan Creel Hicks Patton Private Client Services, an independent wealth management firm. Mary and the managing partner of the firm, Douglas Patton, joined Morgan Keegan's Wealth Management division in 2003 and most recently joined the firm of Stifel in 2012. 

Mary has earned her Series 7, 63, and 65 licenses along with a Florida Life, Health, and Variable (including annuities) Insurance license. 

 

 

Ryan Patton, CFA, Financial Advisor Associate, Patton Wealth Advisory Team, Stifel, Pensacola, FloridaRyan Patton, CFA, CFP®, AIF®
Financial Advisor Associate

Ryan began his career in 2011 with Morgan Keegan in Memphis, Tennessee, where he was responsible for researching and maintaining the firm's Mutual Fund Recommended List. After the firm was acquired by Raymond James in 2013, Ryan relocated to the St. Petersburg, Florida headquarters and joined the Asset Management Services department, where he was part of an investment team responsible for managing over $30 billion in discretionary assets. He joined the Patton Wealth Advisory Team in 2016.

Ryan attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Chartered Financial Analyst® (CFA®) and Accredited Investment Fiduciary® (AIF®) designations.  He also earned a B.B.A. in Finance from the University of Notre Dame and holds Series 7 and 66 securities licenses.

 

Jennifer Miller, Registered Client Service Associate

Jennifer Miller
Registered Client Service Associate

Jennifer began her career in financial services in 2002 at the New York Mercantile Exchange, the nation's largest clearing firm of crude oil, where she oversaw the activity of over 200 commodity traders. In 2008, she relocated to Tennessee and worked as a Compliance and Due Diligence Officer for a Nashville-based brokerage firm. In 2014, she assisted a firm in launching as a Registered Investment Advisor and became the Chief Compliance Officer responsible for oversight of the firm's 85 national financial advisors. She joined the Patton Wealth Advisory Team in 2017.

Jennifer has earned the Series 7, 24, 63, and 65 licenses, along with a Florida Life, Health, and Variable (including annuities) Insurance license. 

 

 

Cari Shaw, Client Service Associate

Cari Shaw
Client Service Associate

Cari has over two decades of experience in the field of customer service, retail, and marketing. She joined Doug and Mary at Morgan Keegan in 2011 and moved to Stifel in 2012.

Cari holds a Bachelor of Arts degree majoring in Communication Arts from the University of West Florida.

 

 

 

 

1Barron's “Top 1,200 Advisors,” March 8, 2019 and March 13, 2020, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations.  Advisors in the Top 100 Financial Advisors and Top 1,200 Financial Advisors have a minimum of seven years of financial services experience.  Qualitative factors include, but are not limited to, compliance record and philanthropic work.  Investment performance is not a criterion.  The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance.  Neither the broker-dealer nor its financial advisors pay a fee to Barron's in exchange for the rating.  Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.