Greg Patterson
- Role
- Managing Partner, Financial Advisor at Atlantic Wealth Management, Llc
- Location
- Morehead City, NC, US
- LinkedIn followers
- 500 followers
About Greg Patterson
Greg Patterson is managing partner of Atlantic Wealth Management. As a financial advisor,…
Experience
Managing Partner, Financial Advisor
Atlantic Wealth Management, Llc
May 2014 — Present
Trusted 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
Skills
- Investment Advisory
- Wealth Management
- Insurance
- Retirement Planning
- Investment Strategies
- Series 63
- Asset Allocation
- Investments
- Small Business
- Financial Advisory
- Retirement
- Finance
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