Broker Check
John Patterson, CFP®, CLU®

John Patterson, CFP®, CLU®

Partner, Wealth Management Advisor
p: (404) 891-9240
f: (404) 891-9241

John is a graduate of Duke University with a B.A. in Psychology and Classical Studies. Upon graduation in 1990, he entered the financial industry. While his initial focus was on the risk management side of financial planning, in 2004 he transitioned his business to incorporate a comprehensive planning approach that integrates both risk and wealth management strategies to help his clients pursue their personal goals.

John lives in Atlanta with his wife, Nancy. They have three children, Meg, Jack and Luke. John is passionate about spending time with his family and helping his children grow into distinguished young adults. They love to travel together and create lasting memories.

John is an active member of the Holy Spirit Catholic Church and loves participating in various outdoor activities such as fishing and hiking. John is also an avid sports fan and enjoys cheering on the Duke Blue Devils and Atlanta Falcons. John is also a member of the Atlanta Homosassa Fishing Club.

John is a current Board Member of The Schenck School, which is a school that specializes in remediating students with dyslexia using the Orton-Gillingham teaching system. This method of learning allows students to reenter mainstream schools within a 1-4 year period of time.

In addition, John gives back to his alma mater, Duke University, by interviewing prospective students in the metro Atlanta area who have applied for admission to Duke.

Over the course of his financial career John has earned the Certified Financial PlannerTM (CFP®) and Chartered Life Underwriter (CLU®) designations. He currently holds the series 6, 63, and 7 securities registrations held with LPL Financial.