According to the 2017 Retirement Confidence Survey, 24% of workers had less than $1,000 saved for retirement.*

Patrick Porter


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.

Email Patrick Greenville, NC 252-756-8800

Patrick Porter - Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck