Eric Patton

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Financial Planning.com
Raymond James scores $568M ‘true aggregator’Advisors and Vellum Financial. WealthSource, from left to right: Kelly Smith (
Raymond James scores $568M ‘true aggregator’
Financial Planning.com / Posted 17 days ago
Advisors and Vellum Financial. WealthSource, from left to right: Kelly Smith (chief strategy officer), Bryan Sullivan, Eric Patton, and Jon Dubravac. WealthSource is based in San Luis Obispo, Calif. and led by CEO and Vellum founder Bryan... Read more

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