Tommy Paterson

Davis Altman Paterson Group - TRUE Private Wealth Advisors

Role
Sr Wealth Advisor at True Private Wealth Advisors
Location
McMinnville, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tommy Paterson

As a CERTIFIED FINANCIAL PLANNER™, my focus is to service larger and complex clients on…

Experience

  1. Sr Wealth Advisor

    True Private Wealth Advisors

    Sep 2023 — Present · McMinnville, OR, US

Skills

  • Small Business
  • Asset Management
  • Retirement
  • Financial Planning
  • Series 7
  • Public Speaking
  • Investments
  • Finance
  • Retirement Planning
  • Wealth Management
  • Asset Managment

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Tommy Paterson — Sr Wealth Advisor at True Private Wealth Advisors in McMinnville, OR, US | Unifers