Ken Patton, CPA

Ken Patton, CPA

Partner

Phone: (407) 447-7688
Fax: (407) 770-6611
E-mail:

I am a financial services veteran of 33 years.  My first 23 years were spent in public accounting, primarily involved in assisting clients with tax planning issues.  In 1999, my consulting services were expanded to include all four aspects of wealth management: (a) wealth protection; (b) wealth accumulation; (c) wealth distribution; and (d) wealth transfer.

My hometown is Virginia Beach, Virginia.  I received a Bachelor's degree in Accounting from Virginia Tech and hold a CPA certificate as well as my FINRA series 6, 7, 63, and 65 securities licenses.   My wife, Margie, and I have been married for 28 years.  We have two sons and a daughter.  Margie and I are avid offshore fishermen and enjoy catching dolphin, grouper, snapper and other game fish off the Florida coast.

My goal at Apex is simple.......to have a favorable impact on the quality of a client's life.  I have noticed throughout the years that wealth management means something different to every individual.  Money, the driver of wealth management, is profoundly personal and highly emotional and should be treated differently than any other product or service.  As a financial service professional, I will strive to help you achieve your life goals by providing you with objective, integrated and comprehensive advice.