Brian Patterson

Background

About Brian Patterson

As CEO & Founder at Ascendancy Financial Group, my goal has always been to build a foundation predicated on the customer experience as I maintain a belief that helping individuals, families and businesses build their financial futures is paramount. I began my career at what is now Equitable Advisors (formerly AXA) in 1998 and held many roles over the last 25+ years. It has been since 2005 that I’ve held the title of Asset Management Specialist for the Atlantic Branch of Equitable Advisors in the state of New Jersey and continue to hold that position today. In this role, I’ve had the privilege of working with over 200 credentialed financial advisors and their clients. Developing a clear and concise investment philosophy and strategy has been the cornerstone of my role and it’s been in this role where I’ve been afforded the opportunity to meet so many interesting individuals, families and entrepreneurs throughout my career. To stay on top of my field and develop my professional skills, I’ve regularly challenged myself by attending industry training and certification programs. This includes completing the curriculum and passing exams for the designation of Retirement Income Certified Professional (RICP®), earning the designation Retirement Planning Specialist from The Wharton School, The University of Pennsylvania, as well as maintaining the following NASD Securities Registrations Series 7, Series 66, Series 24 and Life and Health Insurance licenses in various states.