Patrick Peterson

Background

About Patrick Peterson

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, non-profits and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients. I worked for almost 6 years with J.P. Morgan Securities, before joining Wells Fargo Bank in 2015 then Wells Fargo Advisors in 2017. I hold a bachelor's degree from Michigan State University, and Master of Science in Financial Planning from the University of Georgia. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® practitioner designation from the Certified Financial Planner Board of Standards Center for Financial Planning, Inc.(CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs. This information is intended for use by residents of AL, AZ, CA, CT, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NH, NM, NY, OH, OR, PA, SC, TX, and WA Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social