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Debra Patterson is listed as Financial Strategies | Capital Acccumulation | Investments | Life Insurance | Inspired by Life Stories at Summit Advisory Group, a company with 17 employees, based in Greensboro--Winston-Salem--High Point Area, United States, United States. AeroLeads shows a work email signal at sumadv.com and a matched LinkedIn profile for Debra Patterson.
Debra Patterson previously worked as Financial Advisor at Summit Advisory Group and Managing Director at Summit Advisory Group. Debra Patterson holds Finance/Mathematics from North Greenville University.
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AeroLeads found 1 current-domain work email signal for Debra Patterson. Compare company email patterns before reaching out.
I believe the events in our past are defining moments that either "make us" or "break us." The outcome is our CHOICE. It is my choice to learn from adversity, and I seek relationships with people whose personal story has made them better. Everyone has a story, and I am captivated with each one. My Story is the foundation of all that I am or ever will be.I work with a team of Financial Advisors, providing financial strategies for families, entrepreneurs and professionals. Our process begins with fact-finding and ends with proposed solutions for the following needs:
Listed skills include Financial Strategies, Capital Accumulation, Retirement Planning, Investments, and 3 others.
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Winston Salem, NC
Debra Patterson is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 5925 Carnegie Blvd., Suite 300, Charlotte, NC, 28299. (704)554-6404. Summit Advisory Group and all other persons and entities are.
Winston Salem, North Carolina
Sales of Life Insurance, Annuities, Disability Insurance, Long Term Care Insurance, and Investments; Recruiting and Developing Career Agents
Responsible for: strategic leadership of a District Sales Agency, covering eastern Missouri and western Illinois. Duties included but were not limited to: recruiting, developing, and retaining a diverse group of Sales Managers and Financial Advisors; direct supervision of compliance and regulatory processes, resulting in occasional disciplinary action.
Greenville, South Carolina Area
Vice-President of Marketing & CommunicationsResponsible for: research and development of new and innovative products designed to maximize profitability within targeted market segments; working with Group Risk Management to ensure all products were within risk management guidelines; developing and implementing a business plan for revising current products.
Other employees you can reach at sumadv.com. View company contacts for 17 employees →
John C. Gibson, Clu, Chfc
Colleague at Summit Advisory GroupCharlotte, North Carolina, United States, United States
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HB
Helena Blake
Colleague at Summit Advisory GroupGilbert, South Carolina, United States, United States
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KF
Keith Flenner
Colleague at Summit Advisory GroupLexington, South Carolina, United States, United States
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BG
Bud Gray
Colleague at Summit Advisory GroupBrentwood, Tennessee, United States, United States
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JH
Jim Harter Chfc, Clu, Lutcf
Colleague at Summit Advisory GroupBrentwood, Tennessee, United States, United States
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RK
Rhyne Kivett
Colleague at Summit Advisory GroupGreensboro--Winston-Salem--High Point Area, United States
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TG
Tony Graham
Colleague at Summit Advisory GroupLittle Rock, Arkansas, United States, United States
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TJ
Terrence Jenkins
Colleague at Summit Advisory GroupCharlotte, North Carolina, United States, United States
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Quick answers generated from the profile data available on this page.
Debra Patterson works for Summit Advisory Group.
Debra Patterson is listed as Financial Strategies | Capital Acccumulation | Investments | Life Insurance | Inspired by Life Stories at Summit Advisory Group.
AeroLeads has found 1 work email signal at @sumadv.com for Debra Patterson at Summit Advisory Group.
Debra Patterson is based in Greensboro--Winston-Salem--High Point Area, United States, United States while working with Summit Advisory Group.
Debra Patterson has worked for Summit Advisory Group, Western & Southern Financial Group, Prudential Financial, Rbc Liberty Insurance, and Prudential Insurance & Financial Services.
Debra Patterson's colleagues at Summit Advisory Group include John C. Gibson, Clu, Chfc, Helena Blake, Keith Flenner, Bud Gray, and Jim Harter Chfc, Clu, Lutcf.
You can use AeroLeads to view verified contact signals for Debra Patterson at Summit Advisory Group, including work email, phone, and LinkedIn data when available.
Debra Patterson holds Finance/Mathematics from North Greenville University.
Debra Patterson is listed with skills including Financial Strategies, Capital Accumulation, Retirement Planning, Investments, Business Needs Analysis, Life Insurance, and Annuities.
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