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Patrick M
CFA®, Series 63
Ocala, FL
Calton & Associates, Inc.
Patrick Mcmanus is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. in Ocala, FL. His prior roles include positions at SunTrust Robinson Humphrey, Inc., 1st Tennessee Bank, and Cogent Bank. He is also involved with FLC Risk Group, LLC in a capacity outside of his advisory work. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management, tailoring investment recommendations to client goals, risk tolerance, and liquidity needs.
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