Wesley Patterson, CFP® CLU® RICP®
Wealth Management Advisor at Patterson | Andrews Wealth Management
📍 Gadsden, Alabama, United States
Wesley Patterson is a Partner and Wealth Management Advisor at Patterson | Andrews Wealth Management - Northwestern Mutual Financial Network. He specializes in comprehensive financial planning and offers expert guidance for long-term financial security for high-net-worth clients.
Wesley is passionate about helping clients navigate major life milestones, including marriage, having children, college planning, and retirement. He emphasizes the importance of saving for long-term financial goals.
He holds a Bachelor of Science in Family Financial Planning from The University of Alabama.
Read the full overview →Experience
24 Years
Current Role
Wealth Management Advisor
Location
Gadsden, Alabama, United States
Personality Overview
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Priorities
Topics Wesley cares about
Comprehensive Financial Planning
As a Wealth Management Advisor, Wesley focuses on creating complete financial plans for clients, covering managing current success, protecting, and preserving assets.
Retirement Planning
Wesley frequently posts about the importance of planning for retirement and helping clients look for opportunities to save for their long-term goals.
Career
Work history
5-2001
Wealth Management Advisor
Patterson | Andrews Wealth Management
In the press
Media appearances
Congratulations, Wesley! For the third consecutive year Wesley has been recognized. Featured in Facebook (Patterson | Andrews Wealth Management)
See now
Education
2000 - 2002
Bachelor of Science in Family Financial Planning
The University of Alabama
Social presence
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