Greg Patterson Email & Phone Number
Partner @ Simplicity Group
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Greg Patterson Location
- Raleigh, NC, US
Greg Patterson Work
- 2021 -now Partner @
- 1996 -2021 Managing Principal @ Advisors Financial Group
- 2007 -2021 Faculty Member @
Greg Patterson Education
- North Carolina State University
Bachelor of Science (BS) (ENGINEERING)
1978-1982
Greg Patterson Skills
- Estate Planning
- Qualified Retirement Plans
- Financial Planners
- Expert Witness
- Certified Financial Planner
- Securities And Insurance Portfolio Management
- Continuing Education Instructor
- Investment Advisory
- Asset Allocation
- Experienced Speaker
- Disability Insurance
- Asset Managment
- Retirement Planning
- Wealth Management
- Charitable Gift Planning
- Life Insurance
Greg Patterson Summary
- Greg Patterson, based in Raleigh, NC, US, is currently a Partner at Simplicity Group. Greg Patterson brings experience from previous roles at Advisors Financial Group and The National Alliance for Insurance Education & Research. Greg Patterson holds a 1978 - 1982 Bachelor of Science (BS) in ENGINEERING @ North Carolina State University. With a robust skill set that includes Estate Planning, Qualified Retirement Plans, Financial Planners, Expert Witness, Certified Financial Planner and more. Greg Patterson has 2 emails and 1 mobile phone numbers on RocketReach.
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