John Patterson Team
John A. Patterson began his career at Carroll Financial in 1986. His team today includes Denis R. Curcio an associate planner and two registered assistants, Linda Mander and Gayla Little. Together the team has over 70 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. He then recommends an appropriate asset allocation model which leads to specific portfolio construction and investment strategy. Denis, a Certified Financial Planner® is an associate planner and 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. She helps clients cut through the clutter and keep the focus on reaching financial goals. Gayla joined the team after relocating from Tampa, Florida where she worked at Raymond James for 7 years 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.
Our objective is to help you achieve your goals through experienced leadership and dedicated, personalized service, keeping your best interests in mind.
For individual information about each team member, please click on the names below.