Patti Bankes

Client Services Rep

Patti joined Belleair Wealth Management in the summer of 2019 as a Client Services Representative.  Working out of the St Petersburg office, she assists clients in the area of tax accounting, financial planning and investments for the Registered Advisor there. 

Patti brings over 30 years of customer service with a background of inflight services for TWA and providing support in business administration for the dental profession. She also has expertise as an Administrative Assistant for a CPA firm.

A true Floridian, Patti was born and raised in Tampa, Florida where she graduated Chamberlain High School and attended Florida Christian College.  In her free time, Patti loves the beach and the mountains equally so on any given day she can be found with toes in the sand or hiking a new trail.  

Phone 727-586-5655