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
Geofflosee300x300 10221511305

Got Flood Insurance? Get That Proof of Loss Form in Quickly!

Geoffrey Losee - Rountree Losee LLP
20180514 104209 51418120638

'I Hate...'

Steve Adams - School of Learning Arts
Mike stonestreet 300x300

Play it Safe When Planning Summer Celebrations

Mike Stonestreet - CAMS (Community Association Management Services)

Trending News

Pier 33 Apartments To Start Construction In February

Johanna Cano - Jan 16, 2019

State Eyes $31M For Cape Fear Crossing In New Draft Plan

Christina Haley O'Neal - Jan 16, 2019

Marsello’s To Offer Casual Italian Dining On The Riverfront

Jessica Maurer - Jan 16, 2019

Serpentarium Building Could Shed Its Past, Become Dental Spa

Cece Nunn - Jan 17, 2019

Phun Pop-up Dinners Kick Off Countdown To Food Hall Opening

Jessica Maurer - Jan 16, 2019

In The Current Issue

Hurricane Delays Aquarium Exhibit

Construction has been delayed for one year on a new exhibit at the N.C. Aquarium at Fort Fisher....


SportGait's Familiar Ties

For Cecil Reynolds, being a board member and investor for Wilmington-based SportGait Inc. is one way to support the community that fostered...


Info Junkie: Adam Jones

Info Junkie Adam Jones, regional economist and associate professor of economics at the UNCW Cameron School of Business' Swain Center, on...

Book On Business

The 2018 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!


Galleries

Videos

Health Care Heroes 2018
2018 WilmingtonBiz Expo - Keynote Lunch with Eric Dinenberg, Rouse Properties