Print
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.
 
Ico insights

INSIGHTS

SPONSORS' CONTENT
Hewet60

I Disagree.

Ron Hewett - Academy Leadership
Rob20beale2 311791810

The Key to Project Success

Rob Beale - W.M. Jordan Company
Chris coudriet

Hurricane Florence: Six Months Later

Chris Coudriet - New Hanover County Government

Trending News

Dram Yard Restaurant To Open At New Boutique Hotel

Jessica Maurer - Mar 20, 2019

Mixed-use Project On Oleander Drive Moves Forward

Johanna Cano - Mar 21, 2019

Two New Hanover County Departments To Merge This Summer

Jenny Callison - Mar 19, 2019

Wilmington-based Bloom Launches Crowdfunding Campaign

Johanna Cano - Mar 19, 2019

Bespoke Coffee Owner Shares More Details About First Outpost

Jessica Maurer - Mar 20, 2019

In The Current Issue

Storm Repairs Boost Battleship

The more than 35-year-old visitors center, which greets thousands annually before they board the memorial warship, is getting a major makeov...


Museum Hosts Event With STEM Partner Focus

The March 21 event will celebrate STEM partnerships in the Wilmington area and feature hands-on Science Salon experiences, a specialty cockt...


Hospitality Association Holding Annual Fundraiser

Wilmington Area Hospitality Association is readying for its annual charity event. WAHA’s Hospitality Olympics is slated for March 24 and wil...

Book On Business

The 2019 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!


Galleries

Videos

Transporting the Future - Power Breakfast 3.12.2019
Health Care Heroes 2018
2018 WilmingtonBiz Expo - Keynote Lunch with Eric Dinenberg, Rouse Properties