Patrice Sutton

Patrice Sutton brings decades of customer service and financial-services experience to her role as Executive Assistant with Momentum Independent Network.

Patrice began her career in customer service, where she developed a strong foundation in communication, organization, problem-solving, and helping clients navigate their needs efficiently. Her early experience included positions with Fossil, Inc. and Clarke American, where she received extensive customer-service training and recognition for the quality of service she provided.

More Than Two Decades in Financial Services

Patrice began working with what is now Momentum Independent Network in 2000 and returned to the organization in 2009. Over the years, she has worked in new accounts, customer service, and advisor support, giving her extensive experience with the operational side of the financial-services industry.

Today, as Executive Assistant, Patrice works closely with Wesley Bangs and plays an important role in supporting clients and the day-to-day operations of the practice.

Her responsibilities include assisting with:

• New account opening and documentation

• Account maintenance and service requests

• Transfers and paperwork

• Beneficiary and account updates

• Scheduling and client communication

• Coordination with the firm's operations and service teams

• Following through on client requests and administrative needs

A Commitment to Client Service

Patrice believes that excellent client service means more than completing paperwork. It means being responsive, organized, dependable, and making sure clients know they have someone available to help when questions or service needs arise.

Her extensive experience allows her to anticipate many of the administrative details involved in managing client relationships and to work closely with Wesley to help ensure those details are handled efficiently.

Together, Wesley and Patrice work as a team—Wesley focusing on financial planning, investment strategy, and advice, while Patrice helps coordinate the service and administrative details that support each client relationship.

Experience You Can Count On

Patrice holds an Associate of Science degree and has more than 30 years of customer-service experience, including more than two decades supporting financial professionals and their clients.

She takes pride in building long-term relationships and providing the consistent, personal service clients expect from their financial team.

Patrice Sutton
Executive Assistant
Momentum Independent Network