Paul Patterson
Senior Vice President - Private Advisor at Rockefeller Capital Management
Based in Wilmington, United States
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Seniority
Vp
Department
General Business & Management
Location
Wilmington
Industry
Financial Services
Company size
1.7K
Contact information
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p•••••••@rockco.com
Phone
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Background
About Paul Patterson
Our passion is helping uniquely successful families make well informed financial decisions so they can live their best lives. With success comes complexity and along the way we all experiences transition points - marriage, children, divorce, selling a business, retirement, death of a loved one are just some of the points in life where important decisions are made. Over the last 25 years, Decision Point Wealth Partners has developed a proven process to identify the gaps in our clients' financial lives. Using our comprehensive checklist for each of life's transitions, we identify when and where gaps occur and provide insight and advice to close those gaps.
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