AeroLeads people directory · profile
Brian Patterson, Ricp® Email & Phone Number
CEO and Managing Partner
at
Ascendancy Financial Group
1 work email found
@equitable.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
CEO and Managing Partner
Location
Colts Neck, New Jersey, United States
Company size
Who is Brian Patterson, Ricp®? Overview
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Quick answer
Brian Patterson, Ricp® is listed as CEO and Managing Partner at Ascendancy Financial Group, a with 8 employees, based in Colts Neck, New Jersey, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Brian Patterson, Ricp®.
Brian Patterson, Ricp® previously worked as CEO & Managing Partner at Ascendancy Financial Group and Branch Asset Manager at Equitable Advisors. Brian Patterson, Ricp® holds Retirement Planning Specialist from The Wharton School.
Company email context
Email format at Ascendancy Financial Group
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*@equitable.com
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AeroLeads found 1 current-domain work email signal for Brian Patterson, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Brian Patterson, Ricp®
As CEO & Founder at Ascendancy Financial Group, my goal has always been to build a foundation predicated on the customer experience as I maintain a belief that helping individuals, families and businesses build their financial futures is paramount. I began my career at what is now Equitable Advisors (formerly AXA) in 1998 and held many roles over the last 25+ years. It has been since 2005 that I’ve held the title of Asset Management Specialist for the Atlantic Branch of Equitable Advisors in the state of New Jersey and continue to hold that position today. In this role, I’ve had the privilege of working with over 200 credentialed financial advisors and their clients. Developing a clear and concise investment philosophy and strategy has been the cornerstone of my role and it’s been in this role where I’ve been afforded the opportunity to meet so many interesting individuals, families and entrepreneurs throughout my career. To stay on top of my field and develop my professional skills, I’ve regularly challenged myself by attending industry training and certification programs. This includes completing the curriculum and passing exams for the designation of Retirement Income Certified Professional (RICP®), earning the designation Retirement Planning Specialist from The Wharton School, The University of Pennsylvania, as well as maintaining the following NASD Securities Registrations Series 7, Series 66, Series 24 and Life and Health Insurance licenses in various states.
Current workplace
Brian Patterson, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ascendancy Financial Group
5 roles
Brian Patterson, Ricp® work experience
A career timeline built from the work history available for this profile.
Ceo & Managing Partner
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.Ascendancy Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Branch Asset Manager
"AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020).
Financial Consultant
Apr 2002 - Dec 2004
Mutual Fund Analyst
Nov 1998 - Mar 2002
4 education records
Brian Patterson, Ricp® education
Retirement Planning Specialist
Retirement Income Certified Professional (Ricp)
Bachelor Of Science (B.S.), Accounting
Education record
FAQ
Frequently asked questions about Brian Patterson, Ricp®
Quick answers generated from the profile data available on this page.
What company does Brian Patterson, Ricp® work for?
Brian Patterson, Ricp® works for Ascendancy Financial Group.
What is Brian Patterson, Ricp®'s role at Ascendancy Financial Group?
Brian Patterson, Ricp® is listed as CEO and Managing Partner at Ascendancy Financial Group.
What is Brian Patterson, Ricp®'s email address?
AeroLeads has found 1 work email signal at @equitable.com for Brian Patterson, Ricp® at Ascendancy Financial Group.
Where is Brian Patterson, Ricp® based?
Brian Patterson, Ricp® is based in Colts Neck, New Jersey, United States while working with Ascendancy Financial Group.
What companies has Brian Patterson, Ricp® worked for?
Brian Patterson, Ricp® has worked for Ascendancy Financial Group, Equitable Advisors, and Axa Advisors.
How can I contact Brian Patterson, Ricp®?
You can use AeroLeads to view verified contact signals for Brian Patterson, Ricp® at Ascendancy Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Brian Patterson, Ricp® attend?
Brian Patterson, Ricp® holds Retirement Planning Specialist from The Wharton School.
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