Timothy Patterson's Linkedin Analytics

I graduated from Roanoke College with a degree in Business Administration, a minor in Spanish, and a concentration in Accounting. My journey into financial planning began during a pivotal internship, where I discovered my passion for helping others navigate their financial futures. Eager to formalize my expertise, I pursued and obtained my Series 65 Certification while still in college. I achieved this milestone in February 2024 and subsequently transitioned into a full-time role as a financial advisor in July 2024. My fluency in Spanish, stemming from my Colombian heritage through my mother, adds depth to my professional and personal life, enriching my ability to connect with a diverse range of clients.