SYDNEY A. MOTES
Sydney Motes, CPA, CFP® is a Principal of Patriot Wealth Management, Inc., a Registered Investment Advisor. She has over 20 years of experience in the financial services industry. Sydney’s focus has been on providing comprehensive financial advisory services to high net worth clientele. Her experience includes developing client-specific cash flow, tax and estate plans, as well as appropriate investment and risk management solutions.
Ms. Motes obtained a B.B.A. in Accounting from Baylor University with a minor in Information Systems. She has been a Certified Public Accountant since 1994 and a CERTIFIED FINANCIAL PLANNER™ since 2000. Ms. Motes has also completed Level I of the Chartered Financial Analyst examinations. She is a member of the American Institute of Certified Public Accountants and Financial Planning Association.
Prior to joining Patriot, Sydney was a Principal with the Lexington Financial Group and the Manager of Financial Planning at Kanaly Trust Company. She began her career at PricewaterhouseCoopers LLP where she advanced to the position of Manager in both the Audit and Tax practices.
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