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Patricia L. Schultz
Patricia L. Schultz
Vice President - Wealth Management
Financial Planning Specialist
Financial Advisor
33 E. Main Street
Suite 700
Madison, WI 53703
tel: 608-283-2310
toll free: 800-356-4477
fax: 608-283-2348
Email Me
Welcome Associations Education Experience Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • American Saddlebred Horse Association
    Member
    Lexington, KY
  • Junior League
    Sustaining Member
    Madison, WI
Education and Licensing
  • BS - Agricultural Business Management, 1981
    University of Wisconsin - Madison
    Madison, WI
  • Series 7 - General Securities License
  • Series 63 - Uniform State Exam
  • Insurance Licensed
Business Experience
  • 1985 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Madison, WI
  • 1984 - 1985: Madison Newspapers Inc.
    Major Accounts Representative
    Madison, WI
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Retirement Planning
  • Municipal Bonds
  • Women and Company®
Bulletin Board
  • Request a free Comprehensive Financial Plan by clicking on Request Appointment.
  • For updated market commentary, please click on the Special Reports link on the left and choose the Equity Markets Daily.
  • Ask me about Women & Co.® , a community of savvy women who appreciate that there’s always more to learn about managing money and creating wealth. Women & Co. is a program offered by Citi to clients of Morgan Stanley Smith Barney, and provides objective education and access to current financial thinking. Visit www.womenandco.com.
Patricia L. Schultz is licensed in the following state(s): AK, AZ, CA, CO, CT, FL, IA, ID, IL, KY, MN, MO, NC, NH, NM, NV, NY, OH, OK, PA, TN, TX, VA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Tuesday Tidings: Introducing Our 2010 Market Outlook; September 4, 2009 (pdf)

Current Outlook (pdf)

Equity Market Daily (pdf)
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Morgan Stanley Smith Barney
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