Joe Patterson
- Role
- Financial Planner & Shareholder at Foster & Motley, Inc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Joe Patterson
As a shareholder and financial planner at Foster & Motley, my mission is to understand…
Experience
Financial Planner & Shareholder
May 2015 — Present
As a Certified Financial Planner (CFP®), I am a problem solver by nature. Moreover, as the son of an estate planning attorney, I learned that being there for people with integrity and consistency is an integral part of building a lasting career. That’s why I value face-to-face interaction and relationship building more than anything else. After a ten-year career with other institutions, I was drawn to Foster & Motley because of the unique approach of pairing an investment manager with a financial planner for our clients. It allows me to have more authentic conversations with clients that lead to better organized and more holistic outcomes.
Skills
- Investments
- Certified Financial Planner
- Equity Research
- Estate Planning
- Bloomberg Terminal
- Financial Analysis
- Fixed Income
- Microsoft Excel
- Morningstar
- Microsoft Office
- Asset Managment
- Wealth Management
- Portfolio Management
- Budget
- Bloomberg
- Equities
- Powerpoint
- Strategic Financial Planning
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