10/04/2026
Huge happy birthday to Pooja Patel!
A Florida State University graduate and Series 7 licensed Private Wealth Management Advisor, Pooja has been an integral part of the Southern Wealth team for eight years.
Known for her sharp focus, big heart, can-do attitude, strong work ethic, Pooja holds high standards for results. She specializes in comprehensive wealth accumulation, distribution, and tax mitigation strategies, working directly with medical professionals, business owners, and senior executives to execute complex financial plans. In her work, she coordinates closely with CPAs and attorneys to ensure every detail serves the client's long-term objectives.
Outside the office, Pooja channels that same disciplined drive into CrossFit, loves to travel, and prioritizes quality time with her family and close circle of friends.
Here’s to celebrating you today, Pooja—and to another successful year ahead!
Drop your birthday wishes for Pooja in the comments below!