Patrick L. Jinks, CPA AAMS®
Patrick L. Jinks is a Florida licensed Certified Public Accountant, Florida licensed Realtor®, he holds a Series 66 licensure, and earned the AAMS® (Accredited Asset Management Specialist) designation through the College for Financial Planning.
He has devoted his entire professional career to providing business advisory and financial consulting services to business owners and entrepreneurs. He has more than 15 years of financial service and advisory experience, and is dedicated to helping individuals, entrepreneurs, and business owners alike to successfully plan for and thoroughly enjoy the rewards they have earned throughout their career.
Patrick earned a bachelor’s and master’s degree in accounting from the Florida State University. He started his career with Deloitte & Touche, LLP and prior to founding Shoreline Partners Wealth Management, LLC, he was the COO of Summit Wealth Management Group (a division of Summit Bank, N.A.). Preceding the COO role, he served as the Director and Vice President of Succession Planning and Acquisitions group for Raymond James Financial Services, Inc.
Patrick’s areas of expertise include: asset allocation and wealth management, risk management, portfolio design, personal financial planning, income tax planning, and retirement and estate planning serving the needs of high-net-worth individuals and business owners alike.
It was through much careful thought and deliberation that he would realize his dream of being a fee-only financial advisor and that aspiration was achieved when he launched Shoreline Partners Wealth Management, LLC in late 2016; Shoreline Partners is the first fee-only fiduciary wealth management and financial advisory firm in Bay County where he is afforded (and required) to act under the Fiduciary Standard of care for all of his clients. A native Floridian, Patrick was born and raised in Panama City, Florida and recently relocated back to the Panhandle of Florida after moving from Tampa Bay where he lived from 2002 to 2016. He has two Boxers, Tally and Doak and enjoys spending much of his time with his family and friends, enjoying the outdoors and waters in and around the Panhandle.