Patti Arvin is a Regional Insurance & Planning Specialist with the Raymond James Insurance Group. She works with Raymond James advisors and their clients as a Point of Sale representative of RJIG, assisting them with the insurance needs of their clients, whether it be for estate planning, retirement planning, business planning, or long-term care. Patti holds securities 6 and 63 licenses and has a CLU and ChFC designation, which she earned from American College in Pennsylvania.
Patti majored in Actuarial Science at Ball State University. She began working in the insurance industry in 1981, working in underwriting/new business at American United Life. She left to pursue a different opportunity by working in the sales side and managing an agency office for National Life of Vermont. In 1988, she joined Manulife Financial, working as regional sales director in their brokerage division. With the changes in life product distribution, she left the "Carrier world" in 2002 and started working in the Brokerage General Agency sector.
Patti was an Executive Vice President at Innovative Insurance Partners LLC prior to joining Raymond James Insurance Group. Her extensive knowledge of insurance products, securities, estate planning, retirement planning, and business planning, as well as her experience in the Institutional Markets, make her a valuable member of the RJIG team.