Greg Patterson
Working at the Intersection of Accumulation and Protection. Husband / Father / Grandfather (Papa G) / Cancer Survivor / Lousy Golfer
- Role
- Partner at Simplicity Group
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Greg Patterson
Simplicity Group is the leading partner for advisors and financial institutions…
Experience
Partner
Feb 2021 — Present · Raleigh-Durham-Chapel Hill, NC, US
Education
North Carolina State University
Bachelor of Science (BS)
1978 — 1982
Skills
- Expert Witness
- Qualified Retirement Plans
- Investment Advisory
- Retirement Planning
- Asset Managment
- Securities and Insurance Portfolio Management
- Certified Financial Planner
- Charitable Gift Planning
- Experienced Speaker
- Estate Planning
- Financial Planners
- Disability Insurance
- Life Insurance
- Continuing Education Instructor
- Wealth Management
- Asset Allocation
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