FOCUS: RETIREMENT PLANNING, WEALTH MANAGEMENT, GOALS-BASED FINANCIAL PLANNING, GROUP RETIREMENT PLANS
The most difficult thing is the decision to act, the rest is merely tenacity. - Amelia Earhart
Patrick is dedicated to fostering growth and knowledgeand thrives on the opportunity to craft tailored financial strategies that guide his clients toward achieving their aspirations.
Before joining the Sound Partners family, Patrick graduated from NC State and launched his career as an Account Executive at COECO Office Systems before joining his father, Ed, in the financial services industry. His experience and commitment to his clients have earned him recognition from Equitable Advisors as a DSF Advisor of the Year. Patrick also holds a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania, further strengthening his expertise in helping clients prepare for their financial future. Focusing on retirement planning, wealth management, and goals-based financial planning, he understands that each client deserves the financial confidence that the holistic planning process at Sound Partners provides.
Proudly born & raised in Greenville, NC, Patrick enjoys spending time boating and fishing with his wife Melanie and their two sons, Alex and Charlie. While he enjoys traveling and experiencing cultures all over the world, he is actively involved in the Greenville community and considers the opportunity to make an impact right here at home a true privilege.