Greg Patterson Email & Phone Number

Greg Patterson is managing partner of Atlantic Wealth Management. As a financial advisor, he has devoted more than two decades of his professional career to helping individual investors and their families achieve their financial goals. Along with JA, Greg is responsible for guiding the team’s wealth management practice, where he leads the overall client service and investment experience.Greg is the trusted advisor to many successful individuals and families who have retired to the Crystal Coast or are working toward retirement. Through his work, he endeavors to help his clients build, manage, preserve, and transition wealth using a planning process, a team of specialists, and personalized service. As an Investment Adviser Representative of Commonwealth Financial Network, Greg has worked extensively in the field of financial management and maintains the Series 7, 63, and 66 securities registrations as well as life, health, and long-term care insurance licenses. He earned a bachelor’s degree from the University of North Carolina at Pembroke. Acting on his faith and strong desire to give back to his community, Greg is active as an advisory board member with the Salvation Army and serves in his local church.Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Atlantic Wealth Management, LLC, 712 Bridges Street, Morehead City, NC 28557, (252) 515-7800. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Listed skills include Investments, Wealth Management, Finance, Insurance, and 8 others.