Patrick finds it a privilege to work with his clients and values the trust that is placed in him. He enjoys working with clients and helping to educate them and create a financial path designed to help them achieve their financial goals. Patrick enjoys the fact that each client is a unique opportunity and challenge and is what drives him to continue to educate himself so that he can offer his clients the innovative planning that they deserve.
Born and raised in Greenville, NC, Patrick graduated with a BS degree in Accounting from North Carolina State University. After graduation, he worked as an account executive for COECO Office Systems in North Carolina and Virginia. After 5 years, Patrick decided to join his father, Ed, and Equitable and begin a career in the financial services industry.
Patrick has obtained his series 7 and 66 securities licenses and continues to pursue further education in the financial services field. He has previously been awarded the DSF Advisor of the Year. He enjoys the collaboration of the team of advisors at Sound Partners, and feels this partnership provides enhanced services to clients as well as opportunities to grow and expand the business.
Outside of work Patrick enjoys spending time with his family, hanging out at the river or the beach, and boating and fishing. Patrick is active in the community with a number of organizations and considers it a privilege to serve these groups.
Patrick and his wife Melanie are the proud parents of their two sons, Alex and Charlie. Patrick and his family enjoy traveling and experiencing different places all over the world.