About Me

Randy Pattison has been the managing director of Belleair Wealth Management, LLC since acquiring it in 2012.

He received a Bachelor of Science degree in Management and Marketing from Indiana University and a Master of Theology from Trinity College and Seminary. He has completed continuing education in financial software, securities, and trust management. He previously held Series 7 and Series 63 registrations and currently holds a Series 65 registration. He also holds a Florida 2-15 Life, Health & Variable Annuity insurance license and the Certified Trust and Fiduciary Advisor (CTFA®) designation.

Randy and his wife, Lisa, have been married for more than 30 years and have four children.  Randy enjoys golfing and outdoor activities.