John Patterson

  • CFP®

Executive Vice President

“My primary goal is to help you and your family identify your most important objectives and carry out a plan to meet them.”

John A. Patterson, CFP®, is Executive Vice President for Carroll Financial and has over twenty years’ experience helping clients manage their financial affairs. He attended Duke University where he received his Bachelor’s degree in Management Science/Accounting in 1978. He went on to earn his Master’s in Business Administration from Lehigh University in 1980. He received the Certified Financial Planner® designation in 1990, and is a registered representative with Cetera Advisor Networks LLC. He is also a member of the Financial Planning Association.

John specializes in retirement planning and asset management for the corporate employee and business owner and has conducted numerous financial planning workshops for employees of Fortune 500 companies. John has been quoted in The New York Times, and other business publications, and has appeared several times on television news to discuss financial planning issues. He is committed to helping his clients reach their financial goals.

John Patterson's Approach

My primary goal is to help you and your family identify your most important objectives and carry out a plan to meet them.

- John Patterson

John specializes in retirement planning and asset management for the corporate employee and business owner and has conducted numerous financial planning workshops. John’s team’s focus is retirement and investment planning; however, there are many parts of your life that interconnect and impact one another…your family, friends, career, health, faith. Those interactions help reveal what is important to you and is where we begin our planning process.