Patrick brings proven leadership and substantial experience to his clients through more than two decades in executive positions, with the majority of those years in the financial services industry. He co-founded Proximity Financial Partners in 2007 and is the company’s current owner. Previously, he served as a private financial advisor at SunTrust Banks Inc., one of the largest financial holding companies in the United States. As a member of their Private Wealth Management Team for the Raleigh/Durham area, Patrick guided diverse customers in creating, protecting, and transferring wealth. In 2006, he was selected to sit on the Advisory Council of SunTrust Investment Services. Prior to its acquisition by SunTrust in 2005, Patrick served as a vice president for Central Carolina Bank, where his clients included executives, professional athletes and small business owners. He earned a bachelor’s degree in business administration from NC State, maintains Licenses 6,7,63,65, and life and health in multiple states. He is a member of the Financial Services Institute.
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