Debra Patterson

Financial Strategies | Capital Acccumulation | Investments | Life Insurance | Inspired by Life Stories

Role
Financial Advisor at Summit Advisory Group
Location
Greensboro, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Debra Patterson

I believe the events in our past are defining moments that either \"make us\" or \"break…

Experience

  1. Financial Advisor

    Summit Advisory Group

    Oct 2017 — Present · Winston Salem, NC, US

Education

  • North Greenville University

    Finance/Mathematics

Skills

  • Servant Leader
  • Investments
  • Retirement Planning
  • Disability Insurance
  • Retirement
  • Sales
  • Marketing
  • Annuities
  • Financial Strategies
  • Life Insurance
  • Finance
  • Term Life Insurance
  • Leadership
  • Management
  • Team Building
  • Business Needs Analysis
  • Insurance
  • Capital Accumulation
  • Coaching

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Debra Patterson — Financial Advisor at Summit Advisory Group in Greensboro, NC, US | Unifers