PATTY DELUCAS, CFP

Financial Advisor

Associate Vice President - Investment Officer

Address: 32186 Castle Ct, SUITE 300 , Evergreen , CO 80439-9585
Phone: 303-679-2108  |  800-688-9122    Fax: 303-670-8977

My Background

My Associate(s): Kristina Kendall, Senior Registered Client Associate

My Experience

  • 2004 - Present : Wells Fargo Advisors, Financial Advisor
  • 1999 - 2004 : Support Services, Inc., VP of Finance
  • 1987 - 1999 : Colorado Hospital Association, Reimbursement Manager
  • 1984 - 1987 : The Children's Hospital, Asst. Director Corp. Accounting
  • 1981 - 1984 : Deloitte Haskins & Sells, Manager

My Education & Credentials

  • B.S., Business, Accounting - Colorado State University
  • Fundamental Choice Portfolio Manager

My Community Involvement

  • Evergreen Chamber of Commerce - 2016 Chair of the Board
  • Rockland Community Church - past Finance Deacon
  • Healthcare Financial Mgmt Assoc CO Chpt - Past President
Securities Registered in the following states: AZ, CA, CO, CT, FL, GA, IA, ID, IL, KS, MA, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, SC, TN, TX, UT, WA, WI
Insurance licensed in the following states: CA (Lic. # 0N05472)
PATTY DELUCAS: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Colorado : Evergreen Branch