Experience Makes all the difference
Access to the right professional advice is critical to your success. Pearson Patterson Smith Wealth Management has the knowledge and experience necessary to guide business owners, corporate executives and their families through the complexities that come with wealth. Over the past two decades, our team has helped numerous families navigate these complexities. The concerns of successful business owners and executives encompass personal, business, and family needs, which our team is trained to address through our extensive discovery process. Working together with your professional advisors, we are able to help coordinate a successful transition through building, managing, and exiting your career or business.
Michael C. "Chad" Pearson, CFP®, CEPA®, CPWA®
Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
Senior Portfolio Manager
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910-509-2168
Donis Noe Smith, CFP®, CDFA
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)
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910-509-2161
William P. "Paul" Patterson, CIMA®, CEPA, CPWA®
First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)
Visit my personal page
910-509-2177