Knowledge Powered by experience

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®)
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910-509-2177

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Registered States:
CA, CO, CT, DE, FL, GA, HI, ID, IL, LA, MA, MD, MT, NC, NH, NJ, NY, OK, OR, PA, SC, TN, TX, VA, WA, WV

Donis Noe Smith, CFP®, CDFA™

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)
Visit my personal page
910-509-2161

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Registered States:
CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, OK, PA, SC, TN, TX, VA, WA, WV

Jillian M. Dempsey, CFP®

Wealth Management Associate
CERTIFIED FINANCIAL PLANNER™
910-509-2187

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Registered States:
NC

Riley A. Stephenson

Client Service Associate
Business Development Specialist
910-509-2166

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Registered States:
FL, GA, NC, NJ, VA

Courtenay Bickler

Client Service Associate
910-509-2169

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Courtenay provides assistance to client's administrative and operational needs, oversees client information systems, and assists in marketing and event planning for the team. Raised in Edenton, NC, she brings a weath of customer service experience to the team. A UNC-chapel Hill gradute, Courtenay is passionate about photography, fitness, and being a mom to her three boys.