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Patricia Collie
2014 MAKER

Patricia Collie

Morgan Stanley

Patty Collie is a Vice President, Financial Advisor and is often described as “an old soul”. Even at a very young age she approached life, in particular to conflict resolution and problem solving, with calmness and strength. This caused her to become a person others sought out to help solve a problem or negotiate a resolution. She has a reputation within her firm and her local community as someone who is always willing to be of service. Born in Quito, Ecuador, Patty moved to the United States at a pre-school age with her family so her father could practice medicine in North Carolina.  At that time, there was an organized effort in the US to recruit foreign physicians to rural communities. Patty earned a B.A. degree in Sociology from North Carolina State University and worked on campus as a research assistant writing literature reviews, as well as a resident adviser in her dorm to offset college expenses.
In 1983, Patty was accepted into the account executive training program with E. F. Hutton. She’s been with the same firm her entire career even though the firm’s name has changed many times as a result of mergers and acquisitions. As a young advisor, she successfully built her business by becoming an ERISA specialist because she quickly realized that qualified retirement plans had significantly larger pools of assets than most individual clients. Since plan sponsors needed help with investing to reduce their fiduciary risk, she offered them access to the top money managers in the country through a consulting group platform EF Hutton had developed. She was usually the only woman competing for business in this area. She initially got her foot in the door by targeting clinics owned by foreign physicians.
In 1987, Patty heard about an opportunity to go into management. While still in her twenties, she was selected as a branch manager. Due to the October 1987 market crash, Hutton was acquired by Shearson/American Express. With that, she became the first woman branch manager, and the youngest, in the southern division, referred to as Robinson-Humphrey, by the firm.  She managed branches for 25 years while also managing client assets. Today, she enjoys growing her successful practice while serving as a mentor and coach to new branch managers and financial advisors.
A life-long volunteer, Patty has served her firm on task forces and councils dealing with diversity, in particular as an advocate for women. A recognized leader in her local community, she was the first woman to chair the Military Affairs Council whose mission is to build civilian-military relationships, as well as advocacy during BRAC evaluations. For this work she received the Department of Army “Commander’s Public Service Award” in 1993 and in 1995. She was selected to attend Air War College in 1992 as a civilian leader. She’s a founding member of Women’s Giving Circle which has invested over $250,000 in local women’s causes in the past five years. She’s a co-founder of Connections of Cumberland County which is a day resource center for homeless women and children. In 2013, she was the recipient of the Athena Leadership Award presented by the Chamber of Commerce for her community work assisting women.
Patty lives in Fayetteville, NC, with her husband Craig and has a son, Kevin, who is a college sophomore.

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