Ubs paulpatterson headshot resized
Follow Paul Linkedin
Email Paul Email

Paul Patterson

Senior Vice President–Wealth Management Financial Advisor, UBS Decision Point Wealth Consulting
BIO

William "Paul" Patterson, CIMA®, CEPA, CPWA® serves as the portfolio manager for Decision Point Wealth Consulting and oversees client's investment portfolios. In addition to being a Certified Investment Management Analyst, he is  

...Read Entire BIO
Financial
Oct 14, 2021

Business Succession Planning: Three Issues To Consider

After working many years to grow a business, many owners wish to exit the business and transfer the reigns to other family members. In such situations, effective business succession planning is critic ...

Financial
Aug 25, 2021

Preparing For What Comes Next

Where you are today is the result of your passion for the business you’ve built—and a lifetime of work. But what is your vision for life after you walk away from your business? What you d ...

Ubs logo 72121121653
Ico insights

INSIGHTS

SPONSORS' CONTENT
Untitleddesign5

The Impact of a Growth Mindset

John Monahan - Vistage
Jimheadshot

The Wilmington Construction Market: Trends, Recognition, and Challenges

Jim Hundley - Thomas Construction Group
Jessiepowellheadshot webversion

5 Reasons to Build Custom Franchise Software

Jessie Powell - Wide Open Tech

In The Current Issue

Topsail Island Museum Offers New Exhibit On Black Heritage

Ocean City Beach was established in 1949 and became the first community in the state where Black people could purchase oceanfront property....


MADE: Bean Counters By The Sea

Marine Bean is a family-owned and -operated business that buys all of its materials in the U.S., makes its marine-grade bean bags in Wilming...


Submarine Museum Could Surface Here

​A museum would continue to support those military families and honor submarine veterans but also serve as a way to provide science and math...

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