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Achievers & Accolades

Paul Patterson Earns CEPA Designation

By Christina Haley O'Neal, posted Dec 18, 2018
Paul Patterson
Paul Patterson has received his Certified Exit Planning Advisor designation, according to a news release.

Patterson, a partner with the Pearson Patterson Smith Wealth Management Group at UBS Financial Services Inc., also has his Certified Investment Management Analyst and Certified Private Wealth Advisor designations, according to the release.

The Pearson Patterson Smith Wealth Management Group “helps business owners and their families navigate the complexities of wealth and transition through building, managing and selling their business,” officials said.

As a Certified Exit Planning Advisor, Patterson is experienced in wealth management, officials said. He assists individuals with a focus on business value and worth, individual financial planning and life after business.
 
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