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Dave Patchen

SVP, PCG Education & Practice Management

Three Words that Helped Make Apple a Global Phenomenon


Apple built its strategic framework around three words that Steve Jobs learned from one of his early mentors. Patchen will share these words for your consideration and talk about how they may impact your business.


Dave Patchen has been a Financial Advisor since 1988. He holds NASD Series 3, 7, 24, 63 and 65 licenses. 


He began as a wirehouse advisor, before moving on to become an independent financial advisor. He joined Raymond James in 1998 as a recruiter, before moving into regional management in 2003. In 2013 he assumed his current role as senior vice president, Education and Practice Management.

He earned his Bachelor of Science in marketing from Indiana University of Pennsylvania, and an MBA from the University of Florida. In 2005 he completed the Registered Corporate Coach (RCC) Program and is now a member of the Worldwide Association of Business Coaches (WABC). In his previous position as regional director, he coached hundreds of wealth managers on practice management, ranging from mid-level advisors to some of the top advisory firms affiliated with Raymond James. He has accumulated more than 4,000 hours of one-on-one coaching with advisors over the last 12 years. In his current role, Patchen oversees new advisor training, branch associate training and development, conferences and education for professional development and coaching programs for all of Raymond James. He is also responsible for the advisor inclusion networks.

 Patchen has been quoted in numerous trade publications on practice management issues and has been a guest lecturer at Stanford University’s Graduate School of Business speaking on sales and business development. He has also been a top-rated speaker at The Securities and Investment Institute in London England in 2008, 2012 and 2015.


Patchen is a mentor for University of South Florida senior business school students, and a board member for the Chi Chi Rodriguez youth foundation annual fundraising events, which has raised more than three million dollars for at-risk youth over the last three years.


Patchen is married to Nancy, his wife of 26 years. He spends most of his free time these days playing golf, bike riding, staying in shape and experimenting with biohacking.