Patricia Cassella Smagin
Wealth Strategy Associate
Corporate Headquarters-Port Jefferson
Patricia Smagin is a dedicated Wealth Strategy Associate at the Russell Giammarino Wealth Management Group, operating under Coastline Wealth Management in Port Jefferson, NY. With an extensive background in the financial industry, Patricia brings over 15 years of experience to her current role, providing exceptional service and guidance to her clients.
Before joining Coastline in February 2023, Patricia established herself as a trusted professional through her tenure at esteemed financial institutions such as Wells Fargo Advisors, Merrill Lynch Wealth Management, and UBS Financial Services. Her diverse experience across these organizations has equipped her with a comprehensive understanding of various investment strategies, wealth management techniques, and financial planning principles.
Patricia's academic journey began at the State University of New York at Albany, where she pursued her passion for understanding human behavior by majoring in Psychology. She holds Series 7, 63, and 65 licenses.
Outside of her professional endeavors, Patricia finds joy and fulfillment in her personal life. She resides in Miller Place with her husband, Jason, and their two children. As a dedicated wife and mother, she values the importance of maintaining a healthy work-life balance and strives to be a positive role model for her family.