Meet Your Advisor: Patrice Bening

Описание: Meet Your Advisor: Patrice Bening!

Introducing Patrice Benning, a compassionate and dedicated Wealth Advisor at Morton Wealth.

"I never imagined I’d end up in this career," Patrice shares. Her journey began 18 years ago as a full-time mom, where she honed skills like multitasking, budgeting, and long-term planning. These experiences laid the foundation for her empathetic and client-focused approach to financial advising.

Patrice’s perspective is simple: "Life isn’t just about numbers; it’s about experiences and emotions." She takes pride in truly understanding her clients and helping them create strategies that lead to confident, fulfilling lives.

An endurance athlete, Patrice approaches financial planning like a marathon. "It’s a long game," she explains. "Slow and steady wins the race, and if you stumble, you can always get back up and keep moving forward."

💡 Her advice? "Financial success isn’t about account performance alone—it’s about solutions that empower you to live your best life."

Connect with Patrice personally on LinkedIn:   / patricebening  

Interested in learning more about our investing and planning advice? Visit our website to get started: https://wwww.mortonwealth.com


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