Michael Patton is a CERTIFIED FINANCIAL PLANNERTM Professional with over 20 years of experience who works closely with clients to help formulate an investment strategy based on their needs. Once a strategy is put in place, Michael works closely with clients to monitor their accounts on a regular basis with the goal of ensuring the strategy in place is working successfully for the client.
Michael has a Bachelor of Science degree from Virginia Tech. Michael holds the designations of CFP® and RICP®. Michael holds the following financial licenses through LPL Financial:
- Series 7
- Series 63
- Series 65
- Series 9/10
- Life and Health Insurance Licenses.
When not working, Michael spending time with his wife and two children.