A true veteran of the financial services industry, Pat Mione brings nearly 40 years of experience to her clients. Throughout her esteemed career, she has helped clients in all walks of life build greater financial security. She founded The Apical Meristem Company to provide individuals and businesses with a more personalized approach to planning. Serving as a fiduciary advocate, she keeps her clients’ best interests at the heart of her approach.
While she specializes in a number of financial disciplines, Pat has a unique understanding of the intersection between private and government benefits. She applies her deep knowledge and expertise to enhancing the short and long-term goals of her clients. A Chartered Life Underwriter (CLU) and Chartered Financial Consultant® (ChFC®), Pat is also an Accredited Investment Fiduciary® (AIF®) and holds her FINRA Series 6, 7, 63 & 65 securities registrations.
Passionate about women’s equality, Pat is an avid supporter of reproductive equality, a positive immigration policy, and world peace. In her free time, she enjoys spending time with her grandchildren, talking with her husband, and enjoying a glass of wine while watching golf.