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 ...

INSIGHTS

SPONSORS' CONTENT

	Tips When Updating Your Business’s Burglar Alarm System Luke Wheeler - Holmes Security

	Optimizing Your Established Business: The Strategic Necessity of a Dedicated Bank Account Romondo McEachern - Live Oak Bank

	Affordable Housing Is Infrastructure Marlowe Foster - Cape Fear Habitat for Humanity

Trending News

	City To Consider New Leases For Fintech Firm, Senator's Office Emma Dill - Jul 15, 2025
	Leland-based Firm's Product Earns Innovation Award Staff Reports - Jul 15, 2025
Tree Alliance Announces New Board Members Staff Reports - Jul 15, 2025
Ullucci Named Founding Director Of Physical Therapy Doctoral Program Staff Reports - Jul 15, 2025
TD Bank Promotes Johnson To Retail Market President Of Mid-South Metro Staff Reports - Jul 15, 2025