Our Qualifications

Financial Advisor biographical profile

D. Patrick Cain
Financial Advisor

Pat's diverse business experience-as business owner, citrus grower, GM distributor, and financial consultant for Merrill Lynch, Shearson Lehman Hutton and Allen & Company of Florida-affords Pat unique perspectives of, and respect for, service and trust. "These precepts are paramount to the client-advisor relationship," he explains. "Without them, the relationship should be re-evaluated."

Pat attended the Georgia Institute of Technology in Atlanta and earned his bachelor's degree in finance from the University of Florida.

Residents of Lake Wales since 1919, the Cain family has played a vital role in its growth and development. Pat's community roots-as a Lake Wales native and former mayor-are evident in his commitment to its people.

Presently a member of the Lake Wales Arts Council and First United Methodist Church, he has also been a member of the local Rotary International chapter and served on the boards of directors for Lake Wales Citrus Growers, the Chamber of Commerce, Lake Wales Athletic Booster Club, Polk County Farm Bureau, Lake Wales Academic Booster Club and Lake Wales Family YMCA.

Staff biographical profiles

Rebecca A. Chilton

Rebecca is a Financial Advisor and Sales Associate for the office. She focuses on researching key market opportunities, planning seminars, and implementing portfolio management software and product analysis to meet our clients’ specific needs.

Rebecca is a Polk County native who graduated from the University of Florida in 2002 with a degree in Finance. Prior to working for Raymond James Rebecca worked as a Regional Sales Consultant for Heritage Asset Management and also worked as a Retirement Plan Specialist for Merrill Lynch. She is a member of the Junior League of Greater Winter Haven and is currently working on obtaining her Certified Financial Planner designation.


Nancy E. Cain
Director of Marketing & Business Development
Office Manager

As Pat's wife and personal assistant, Nancy is his key liaison with clients, Pat Cain Investments and Raymond James Financial Services.

And as Pat's staff increases, Nancy continues to set the service benchmark and provide the leadership necessary to develop and maintain a top-notch administrative team. Her professional and warm, hands-on approach to client service is duplicated in her community allegiances. In addition to a number of other projects, Nancy has worked with the Lake Wales Care Center in the development of a crisis pregnancy program and has donated her time to organizations such as the Lake Wales Art Center.

 

Holly Hughes

Holly is our Administrative and Service assistant. She greets clients both in person and on the phone.  Her duties include scheduling appointments, account establishment and maintenance, checking balances, incoming transfers and any necessary account updates. 

Holly joined the firm in January of 2008.  She is a Florida native and brings her own style, creativity, wisdom of life, and her love of people to our firm.