Greg Patterson Email and Phone Number
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Greg Patterson personal email
Greg Patterson phone numbers
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.
Atlantic Wealth Management, Llc
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Managing Partner, Financial AdvisorAtlantic Wealth Management, Llc May 2014 - PresentMorehead City, North Carolina, UsTrusted advisor to many successful individuals and families who have retired or are working toward retirement. Help clients build, manage, preserve, and transition wealth using a planning process, a team of specialists, and personalized service.Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org/www.SIPC.org.
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Vice President, Financial AdvisorWells Fargo Advisors 2007 - May 2014St. Louis, Missouri, UsProvided financial advice and counsel including investment planning and guidance. -
Financial AdvisorEdward Jones 2001 - 2007St. Louis, Mo, Us
Greg Patterson Skills
Frequently Asked Questions about Greg Patterson
What company does Greg Patterson work for?
Greg Patterson works for Atlantic Wealth Management, Llc
What is Greg Patterson's role at the current company?
Greg Patterson's current role is Managing Partner, Financial Advisor at Atlantic Wealth Management.
What is Greg Patterson's email address?
Greg Patterson's email address is gr****@****nes.com
What is Greg Patterson's direct phone number?
Greg Patterson's direct phone number is +125224*****
What are some of Greg Patterson's interests?
Greg Patterson has interest in Boy Scouts Of America, Salvation Army, Beaufort Historical Association.
What skills is Greg Patterson known for?
Greg Patterson has skills like Investments, Wealth Management, Finance, Insurance, Investment Strategies, Financial Advisory, Retirement, Small Business, Retirement Planning, Series 63, Asset Allocation, Investment Advisory.
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