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
Mcwhorter 0005

So, You Have an Idea for an Amazing, Life-Changing Company... Now What?

Heather McWhorter - UNCW Center for Innovation and Entrepreneurship
2022052 75 142344351

Bridging Futures: The Case for Toll Funding in Wilmington’s Cape Fear Memorial Bridge Revamp

Natalie English - Wilmington Chamber of Commerce
Cfss headshots parker robert webversion 21422121214

The Latest Solar Scams and What You Can Do to Help Stop Them

Robert Parker - Cape Fear Solar Systems

Trending News

Passenger Rail Study Picks Eastern Route

Emma Dill - May 3, 2024

Entrepreneur Brings Young Tech Startup From Triangle To Wilmington

Audrey Elsberry - May 3, 2024

Biden To Announce National $3B Lead Pipe Replacement Project In Wilmington Visit

Audrey Elsberry - May 2, 2024

The Husk, YoSake Sell In Downtown Wilmington

Jessica Maurer - May 3, 2024

UPDATE: Biden Shares Details On National Lead Pipe Funding At Wilmington Talk

Audrey Elsberry - May 2, 2024

In The Current Issue

CEA Emerging Company Winner: Software Tackles Addiction Solutions

After Stevie Burke lost a friend to an overdose, he committed himself to finishing what that friend had started – a platform for people stru...


CEA Professional Services Winner: Transforming Work Environments

Since starting her company in 2023, Khalilah Olokunola of ReEngineering HR said she has been building fair-chance hiring strategies and rede...


CEA Retail & Hospitality Winner: Expanding A Taco Brand

When two Surf City dudes, Cody Leutgens and Steve Christian, realized the community they loved had a shortage of good, casual restaurants, t...

Book On Business

The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!


Galleries

Videos

2024 Power Breakfast: The Next Season