Patty Soileau
Director of Client Services
Patty is responsible for managing the day-to-day operations at the office and providing support to all clients and their families.
Patty joined ACIMA Private Wealth with over 30 years of experience in the financial services industry. She previously served in numerous roles including operations specialist, sales and product marketing, advisor support and as a Financial Advisor. Patty currently holds NASAA’s Series 65 securities license.
Patty’s vast knowledge and experience in the industry assures that our clients will receive the utmost care in all areas surrounding their relationship with ACIMA Private Wealth.
When not working with clients, Patty enjoys volunteering with local theatre companies, and is also very involved in her church, historic St. John’s Episcopal in Richmond’s Church Hill neighborhood.