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Pat Yancey

Senior Client Associate

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Pat Yancey will surprise you. In her 20s, she lived on a sailboat. In fact, she was married on a sailboat. In college, she most enjoyed studying music, specifically playing the piano. After marrying at a fairly young age, her playing nearly came to an end until she began again in her late 30s. Sailing and piano remain strong passions.

Often, Pat is described by her colleagues as the comic relief that helps diffuse the tension that can surround the work they do, but Pat’s role has a very serious side as well. While it never occurred to her that she would work in the financial industry, she has thrived there because of her strong willingness to help, her diligent work ethic, and her ability to form lasting relationships with her clients.

“I think I have the ability to put people at ease,” she admits, “which allows me, over time, to build a more meaningful relationship with clients.”

Like all of her colleagues, it is important to Pat that her clients know their needs are very important to her, and that she is deeply committed to providing them with the best service and support she can, in whatever form that takes.

A longtime Richmond resident, Pat currently lives in the historic Fan District.

“I think I have the ability to put people at ease which allows me, over time, to build a more meaningful relationship with clients.”
- Pat Yancey

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