Jay Patterson, Financial Advisor - Carroll Financial, Charlotte, NC

Jay Patterson

  • CFP®

Financial Advisor

Jay Patterson is a financial advisor with Carroll Financial Associates, Inc. He attended Wake Forest University where he received his Bachelor’s degree in Finance in 2016. He is a registered representative of Cetera Advisor Networks LLC. He currently holds his Series 7 and 66 securities registrations.

After spending two years in a corporate finance role with United Technologies, a Fortune 100 company, Jay joined his father’s team at Carroll Financial in August 2018. He will assist the team in serving its many clients as well as helping to generate new business.

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