Patricia Trapp is a financial advisor at Osaic with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2001 to 2009. In addition to her advisory role, she sells annuities and life insurance through various vendors. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies tailored to client needs.

Gerard Trapp is a financial advisor at Osaic with 20 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2006 to 2009. Trapp also dedicates time to a life insurance brokerage role outside of his advisory work. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a network of affiliates.