About Kevin Patterson
Kevin Patterson, Financial Advisor, joined the Patterson Group at Morgan Stanley in 2010. Since he began his career, Kevin has focused on providing unbiased investment advice that puts his clients’ interests above his own. Although Kevin works with a variety of clients, he concentrates on helping individuals and families that are going through major life transitions. Specifically, he and his team help their clients navigate the financial complexities that result from ending a marriage, losing a loved one, transitioning into retirement, or selling a business interest.
Kevin holds a Bachelor’s degree in Finance, Investment & Banking from the Business School at the University of Wisconsin-Madison. In addition, he has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which requires extensive training and represents a high level of competency, ethics, and professionalism. In his spare time, Kevin and his wife, Andrea, are foster parents and active volunteers for Fetch Wisconsin, Inc., an all-breed dog rescue based in Madison, WI.
Securities Agent: MA, DC, WI, WA, SC, MO, TX, NM, LA, GA, AZ, ID, FL, AR, MN, KY, KS, CO, CA, UT, OH, MI, IL, VA, OR, NY, NJ, MT, MD, NH, PA, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1423927
CA Insurance License #: OH32721