John Patterson Team
John Patterson began his career at Carroll Financial in 1986. Today his team includes Denis Curcio an associate planner and two registered assistants, Linda Mander and Gayla Little. Together the team has over 80 years combined industry experience.
John is a Certified Financial Planner™ and Partner at Carroll Financial. He focuses on meeting with clients to determine their financial goals, objectives and risk tolerance. Denis, a Certified Financial Planner™ specializes in developing tailored financial solutions for high net worth individuals and their families. Linda, a Certified Financial Planner™ focuses on client communications and service. Gayla joined the team after relocating from Tampa, Florida where she worked at Raymond James after working in the banking industry. Gayla thrives on the personal relationships she’s made while providing clients caring support during their times of difficult transition as well as assisting with routine financial needs and responsibilities.
The team’s focus is retirement and investment planning. However, we invite you to take a moment to think about your life in its entirety….your family, friends, career, health, faith. There are many parts of your life that interconnect and impact one another. Those interactions help reveal what is important to you and is where we begin our planning process.
We understand that selecting the right wealth managers is a serious responsibility. Our primary goal is to help you and your family identify your most important objectives and carry out a plan to meet them. This is done through active listening and exploration of your values to deliver a customized, comprehensive, multi-generational plan, acting as a Family Office in some cases.
We leverage our experience to design a custom plan addressing your specific needs with a focus on the long-term. The detailed plan includes the investment of your assets, efficient tax planning, proper insurance coverage, asset placement, philanthropy, and wealth transfer. Our team has guided many of our clients for more than 20 years. Over this time we have been flexible, adapting strategies to fit changing needs.
Because we value character (integrity, trustworthiness, and dependability), care, and competence in ourselves, we are not afraid to ask tough questions and hold clients accountable. We have found our approach helps clients understand the strategy and rewards with success in keeping up with the plan.
For individual information about each team member, please click on the names below.