Professionals with a common goal – your satisfaction

Patrick J. Fazio III

Patrick J. Fazio III

Financial Advisor

Pat takes great pride in developing custom financial strategies, always with our clients’ best interests in mind. With nearly a decade in the financial services industry, he has expertise in portfolio management and focuses on capital preservation and income generation to help our clients pursue their goals.

Pat was a financial advisor with Edward Jones before joining our team in 2011. Prior to his financial services career, he owned a Farmers Insurance agency for five years in Simi Valley, California, and worked as a mortgage loan wholesaler for 12 years in St. Louis.

Pat serves as a Rotarian with the Upper Keys Rotary Club, is a Key Largo Chamber member, and a member and former board member for the Islamorada Chamber of Commerce. When he’s not in the office, he is a coach and director of coaching for the Florida Keys Soccer Club and Coral Shores High School Varsity Girls Head Coach.

Pat was born and raised in Southern California, before moving to St. Louis in 1992, and relocating to the Florida Keys in 2008. He lives in Tavernier with his wife, Connie. They have four grown children, Patrick, Derrick, Ian and Meghan.


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