About

Patti earned a Bachelor of Science in Business Administration with a concentration in Finance from Belhaven University and is a graduate of Southern Trust School. She has been with BankPlus Wealth Management Group since 1999 and holds Series 7, 63 and 65 securities licenses as well as a Mississippi Insurance License. With over 27 years of trust, operations, compliance and 1031 property exchange experience, Patti is a vital part of our operations and support team.