Jim Patterson
Financial Representative
Jim Patterson is a true veteran in regards to financial strategies. Jim boasts over 16 years of experience and prides himself on working with local families as well as successful business owners. He focuses on a "hands on" approach while tailoring his solutions to each clients' unique situation. Being an investment professional for over a decade has awarded Jim the experience to offer a suite of financial solutions to his clients. Jim began his career assisting individuals and families but has since proven to be extremely effective when creating strategies for business owners and their key employees. Jim developed his passion for financial strategies at Mass Mutual where he was lead planner for 12 years.
Today he uses his tenure to offer goal-based solutions for families in Virginia, North Carolina, as well as Maryland. He truly believes in empowering the client with a high emphasis on financial literacy for all levels of understanding.
James L. Patterson, III is a Registered Representative of Equity Services, Inc. and offers securities in CA, MD, NC, NY, OK, SC, VA & WV. James is also insurance-licensed in AZ, CA (Insurance License #0L79540), NC, NJ, NY, NV, MI, SC, TN, TX, VA & WV.