About Us

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

 

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

Doug began his career in the accounting industry in 1975 with Coopers & Lybrand.  In 1979, 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 to holistic wealth management.  Doug moved to Stifel and formed the Patton Wealth Advisory Team in 2012.

Doug was named to the Barron’s Top 1,200 Financial Advisors list in both 2019 and 2020.1  He earned a B.S.B.A. in Accounting from the University of Florida and holds the Certified Public Accountant and Accredited Investment Fiduciary® designations.

Doug is an avid tennis player and enjoys traveling.

 

Linda Rapisardo, Financial Advisor Associate, Patton Wealth Advisory Team, Stifel, Pensacola, FloridaLinda Rapisardo, CFP®
Financial Advisor Associate

Linda began her financial services career in 2011 with Deloitte Advisory in Chicago, Illinois, assisting corporate clients in finance transformation and systems implementations.  She later joined Aon plc and rose to the level of Regional Director of Finance.  At Aon plc, she led a team of analysts in financial planning and budgeting for an operating segment.  In 2020, Linda and her husband relocated to Pensacola, Florida, where she joined Patton Wealth Advisory Team.

Linda earned a B.B.A. in Finance from the University of Notre Dame and holds Series 7 and 66 securities licenses.

Linda and her husband consider themselves “foodies” and enjoy exploring local cuisines while traveling.

 

 

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

Ryan began his financial services 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.  He joined the Patton Wealth Advisory Team in 2016.

Ryan has attained the Chartered Financial Analyst® designation, the CERTIFIED FINANCIAL PLANNERTM certification, and the Accredited Investment Fiduciary® designation.  He earned a B.B.A. in Finance from the University of Notre Dame in 2011.

Ryan is a passionate traveler and has visited more than forty countries.

 

Jennifer Miller, Registered Client Service Associate

Jennifer Miller
Client Relationship Manager

Jennifer has extensive experience in the financial services industry.  She began her career in 2002 at the New York Mercantile Exchange, where she oversaw the activity of more than 200 commodity traders.  In 2008, she moved back to the south and continued her career in financial services.  Then in 2013, she relocated to Tennessee and worked as a Compliance and Due Diligence Officer for a Nashville-based brokerage firm.  In 2014, she assisted the firm in launching as a Registered Investment Advisor and she eventually became Chief Compliance Officer.  She joined the Patton Wealth Advisory Team in 2017.  

Jennifer prides herself on facilitating the highest level of client satisfaction possible.  She holds Series 7, 24, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

In her spare time, Jennifer enjoys home projects and being a dog Mom.

 

 

Cari Shaw, Client Service Associate

Cari Shaw
Client Service Associate

Cari serves as the Patton Wealth Advisory Team’s first point of contact for client service and administrative needs.  With nine years of experience in the financial services industry, she brings a wealth of knowledge and skills in client relations and administrative services. 

Cari earned a B.A. in Communication Arts from the University of West Florida.  Outside the office, she enjoys spending time with her family, painting, and traveling.

 

 

1 Barron’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 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.