Alumna of the Month

Patricia Miller Picardi

Patricia Miller Picardi

CLU®, ChFC®

February 2017

MANAGING PARTHER
INDEPENDENCE PLANNING GROUP

Patty Picardi was born, raised, and currently resides in Pennsylvania. She graduated with a BBA with honors in Finance and a minor in Economics, from James Madison University, in Harrisonburg, Va., where she also was swept off her feet by her husband of 28 years, Kenn.

Upon her college graduation she joined her father’s second-generation insurance practice and specialized in personal financial planning as well as the 403(b) retirement market. In 2002, due to unfavorable corporate mergers and acquisitions, Patty collaborated with some other advisors in her region and formed the Independence Planning Group of Guardian under the leadership of General Agent Dan Linehan. Patty owns one of IPG’s eight satellite offices, which is located in Pottstown, Pa.

Over her tenure in the insurance and financial services profession, Patty has obtained her CLU® and ChFC® designations. She is Series 65 and Series 7 licensed and is a member of NAIFA, where she has served as President and Treasurer. She is also a member of WIFS. She has been awarded NAIFA’s Quality Award, MDRT’s Court of the Table Award, and was inducted into WIFS Leader’s Recognition Society. She has also served on Guardian’s Women’s Advisory Board, the Foundation for Pottstown Education, the Greater Pottstown Tennis Association, and is a current elder, Clerk of Session, and endowment chairperson at her church. Patty earned many awards with her prior company and has also been named as a 5-Star Wealth Manager by Philadelphia Magazine in every year since 2010; she is featured in the American Registry as a top 5% Financial Advisor, and she was recognized by the YWCA with the 2009 Woman of Excellence in Business award. She has been a member of Guardian’s Leader’s Club since joining the company full-time in 2003 and is a PAS Top 100 Advisor.

Patty and Kenn have two sons. Devin, an architect in Greenwich, Conn., was recently married. Their other son, Alec, works with Patty as a fourth-generation financial advisor. Patty and Kenn are both very active in their local community and enjoy biking, skiing, making wine, playing competitive tennis, traveling, gardening, and making great meals at home (to go with that wine).

Her busy practice currently houses five advisors, an office manager, and a client service manager. IPG focuses on the creation, distribution, and protection of wealth while providing uncompromised service, integrity and professionalism. The practice prides itself on being a valuable community partner by sponsoring numerous local non-profit and charitable organizations.