A real relationship Helping you pursue your life's goals

William P. "Paul" Patterson, CIMA®, CEPA, CPWA®

First Vice President - Wealth Management
Senior Portfolio Manager
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)

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1985 Eastwood Road
Suite 110
Wilmington, NC 28403

Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial success.


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