It's never too late to plan for retirement
Offering Investment Management and Financial Planning Services
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We offer investment management and financial planning services for sophisticated investors and small business owners who do not have the time or desire to monitor their investments on a day-to-day basis.
We require our staff to register with a state securities authority as an investment adviser representative. Our employees are registered investment adviser representatives and can be found on FINRA’s BrokerCheck website at 
http://brokercheck.finra.org/. Our firm can be found on the Securities and Exchange Commission (SEC) public disclosure website at http://www.adviserinfo.sec.gov/. As CFP® professionals, our individual registrations can be found at http://www.cfp.net/
http://brokercheck.finra.org/. Our firm can be found on the Securities and Exchange Commission (SEC) public disclosure website at http://www.adviserinfo.sec.gov/. As CFP® professionals, our individual registrations can be found at http://www.cfp.net/Our Financial Adviser
Patricia Bailey
Patricia Bailey joined the firm in January 2000 after a 12-year career as an electrical (field) engineer with DuPont de Nemours & Co., Senior Engineer with Westinghouse, and Software Verification Engineer with Nokia Networks. She is a Certified Financial Planner™ practitioner with over 15 years of experience and is registered with the state of South Carolina as an investment adviser representative. Her expertise lies in creating comprehensive financial strategies for individuals and small businesses.
Contact Our Advisers
Get in touch with our advisers today. We will discuss your financial goals and make viable recommendations on what actions to take.
BAILEY & ASSOCIATES INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
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