The Pearson Patterson Smith Group has advised successful individuals, families, business, charities and foundations through 2 major market bubbles and recessions. Throughout the last 20+ years, we have developed a financial coaching program to assure our clients feel knowledgeable and confident in their personal plan. Our comprehensive process covers 7 distinct wealth disciplines and 44 sub-disciplines. By creating and implementing long term, proactive strategies to create, grow and maintain wealth, our clients have more time to focus on running their businesses, spending time with family and friends, and enjoy a more stress-free life knowing they have a program to follow with a partner they can trust.
Michael C. "Chad" Pearson, CFP®
Chad leads the Pearson Patterson Smith Wealth Management group in providing wealth management and M&A strategies for families, individuals, trusts, foundations, and non-profit institutions. He began his finance career with Merrill Lynch in NYC in 1992, after attending UNC-Chapel Hill's Business School and the University of Manchester, UK. Chad is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and is active on several public, private, and non-profit boards. He enjoys golfing, fishing, and is a private pilot. Chad lives in Wilmington, NC with his wife April and children Megan and Anna-Hayes.
CA, CT, DC, DE, FL, GA, ID, LA, NC, NH, NJ, PA, SC, TN, TX, VA, WV
Donis Noe Smith, CFP®, CDFA
Donis oversees the financial planning process for our team. She also provides solutions for couples in retirement or planning for retirement and works extensively with women in transition. She graduated from the UNC-Wilmington in 1986 with a B.S. in marketing. After completing her MBA degree in 1994, she began her financial career with the predecessor firm of Morgan Stanley (formerly Dean Witter Reynolds). Donis is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Divorce Financial Analyst™, and earned Morgan Stanley's Wealth Advisor designation in 2007. She is active on several public, private, and non-profit boards and enjoys cooking, gardening, and boating with her husband, Alex. Her son Nicholas, his wife Erin, and their two children, Ryland and Parker, live in Charlotte, NC.
CA, CT, DE, FL, GA, ID, LA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV
William P. "Paul" Patterson, CIMA®
Paul specializes in providing solutions for the complex needs of affluent clients. He is a portfolio manager within the UBS Portfolio Management program and oversees our client's investment portfolios. Paul graduated from The United States Military Academy at West Point and received his MBA from UNC-Chapel Hill. He is a Certified Investment Management Analyst (CIMA®) and began his financial career at Merrill Lynch in 1999. Paul lives in Wilmington, NC, with his wife Dawn and children Paul, Katie, and Josh. When he is not spending time with his family, Paul enjoys hunting and fishing.
CA, CT, DE, FL, GA, ID, LA, MO, MT, NC, NH, NJ, PA, SC, TN, TX, VA, WV
Jillian M. Dempsey, CFP®
Jillian handles the marketing efforts for the team and assists with the implementation of wealth management strategies for our clients. Jillian also assists with client financial planning, administrative and operational needs. She is a Wilmington native, and graduated from UNC-Wilmington with a degree in Business Administration, concentrating in Finance. Jillian began her career with UBS in 2010 through an internship while attending UNC-Wilmington. She currently holds the FINRA Series 7 and 66 security licenses and North Carolina Health, Life, Long-term Care, Variable Annuity/Life insurance licenses and recently earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She enjoys playing volleyball, running, and traveling.
Riley A. Stephenson
Client Service Associate
Business Development Specialist
Riley assists in all aspects of business development, investment, and wealth management strategies. Riley graduated from UNC-Wilmington with a degree in Business Administration, focusing specifically on Finance and Derivative Markets. Riley began his career with UBS in 2015 after completing a year-long internship with the team, and holds the FINRA Series 7 and 66 security licenses and North Carolina Health, Life, Long-term Care, Variable Annuity/Life insurance licenses. Riley is involved with several non-profit organizations and is extremely passionate about giving back to his community.
Abigail L. Hollandsworth
Client Service Associate
Abby provides assistance to client's administrative and operational needs, oversees client informational systems, and assists in marketing and event planning for the team. Abby graduated from UNC-Wilmington in 2017, earning a degree in Business Administration, concentrating in Marketing Strategy. She joined Pearson Patterson Smith Wealth Management in 2016 and completed a year-long internship before launching a career with the team. Abby is passionate about global volunteering, working within the local community, and spending her free time out on the water at Wrightsville Beach.