John Andrew Patterson
Gestore di Portafoglio-Azioni presso Wealth Enhancement Advisory Services LLC
Profilo
Mr. John A.
Patterson is a Senior Vice President & Financial Advisor at Wealth Enhancement Advisory Services LLC.
He has over thirty years of experience helping clients manage their financial affairs.
Mr. Patterson specializes in retirement planning and asset management for the corporate employee and business owner and has conducted numerous financial planning workshops for employees of Fortune 500 companies.
He received his undergraduate degree from Duke University and an MBA from Lehigh University.
He also holds CFP professional designation.
Posizioni attive di John Andrew Patterson
Società | Posizione | Inizio |
---|---|---|
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Gestore di Portafoglio-Azioni | 01/11/2021 |
Precedenti posizioni note di John Andrew Patterson
Società | Posizione | Fine |
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Carroll Financial Associates, Inc.
Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial Associates, Inc. (Carroll Financial) is an investment management firm headquartered in Charlotte, North Carolina. The firm was founded by Larry W. Carroll in 1980 and became part of Wealth Enhancement Group LLC in 2021. Carroll Financial provides financial, retirement and estate planning services to individuals and institutional clients. | Gestore di Portafoglio-Azioni | 01/11/2021 |
Formazione di John Andrew Patterson
Duke University | Undergraduate Degree |
Lehigh University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Carroll Financial Associates, Inc.
Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial Associates, Inc. (Carroll Financial) is an investment management firm headquartered in Charlotte, North Carolina. The firm was founded by Larry W. Carroll in 1980 and became part of Wealth Enhancement Group LLC in 2021. Carroll Financial provides financial, retirement and estate planning services to individuals and institutional clients. | Finance |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
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