Team

C. Todd Patton

ChFC®, Senior Vice President

Todd is a Relationship Manager, Portfolio Manager and advises clients on Retirement Services.

Todd has over 25 years of investment industry experience and has extensive knowledge in the qualified plan, 401(k) and individual wealth management. He has worked in Charlotte with Diversified Investment Advisors, Flexible Benefit Administrators, Fisher Investments Private Client Group and Eastover Capital Management.

A native of Durham, Todd holds a B.S. degree in Business Administration from East Carolina University and earned his Chartered Financial Consultant (ChFC®) designation from The American College in 2003. Todd and his wife Sharon have three children. They are members of Church at Charlotte and serve as youth Sunday school teachers. Todd also enjoys skiing and playing tennis.