John Solon Patterson

Contact

Have questions? I can help you identify your financial needs and provide appropriate solutions.

Email John Solon Patterson

Sign Up for My E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

Sign Up

Professional

John is a graduate of Duke University with a B.A. in Psychology and Classical Studies. Upon graduation in 1990, he entered the financial industry. While his initial focus was on the risk management side of financial planning, in 2004 he transitioned his business to incorporate a comprehensive planning approach that integrates both risk and wealth management strategies to help his clients achieve their personal goals.

Over the course of his financial career John has earned the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU) designations. He currently holds the series 6, 63, and 7 securities licenses.