John Andrew Patterson
Portefeuillebeheerder-Aandelen bij Wealth Enhancement Advisory Services LLC
Profiel
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.
Actieve functies van John Andrew Patterson
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-11-2021 |
Eerdere bekende functies van John Andrew Patterson
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-11-2021 |
Opleiding van John Andrew Patterson
| Duke University | Undergraduate Degree |
| Lehigh University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
