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Our financial advice team


Joshua Patterson, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Joshua Patterson

APMA

Financial Advisor

Associate Vice President
Blue Cardinal Wealth Solutions
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, Economics, The Ohio State University (2006)

Awards & recognition

  • Blue Cardinal Wealth Solutions, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • Lake Norman Chamber of Commerce

Previous experience

  • Registered Practice Associate, Ameriprise Financial, Charlotte, NC, 2017-2020
  • Registered Client Service Associate, Ameriprise Financial, Charlotte, NC, 2009-2017
  • Financial Advisor, Ameriprise Financial, Charlotte, NC, 2006-2008

Community participation

  • Friendship Trays
  • Second Harvest Food Bank of Metrolina

Interests

  • Spending time with family
  • Playing golf
  • Cooking
  • Volunteering
  • Traveling