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Patty Weir

Patty Weir

Client Relationship Associate

Patty Weir

TITLE: Client Relationship Associate

AREAS OF FOCUS: Operation

EXPERIENCE: 10+ Years

Patty joined Great Scott in July 2025 as a Client Relationship Associate with over 10 years of wealth management client service experience.


She began her financial industry career in 2012 at Merrill Lynch where she attained her General Securities Representative (Series 7) and Uniform Combined State Law (Series 66) registrations. She also holds the Chartered Retirement Planning Counselor (CRPC) designation and a BBA in Finance and Real Estate from Temple University.

Patty is a Lehigh Valley native residing in Allentown with her fiancé, Adam, and fur baby, Charlie. In her free time, Patty enjoys crafting/organization projects, and beach trips to Sea Isle City with her family.

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Form CRS: Client Relationship Summary

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