Joshua W. Patterson

CFP®, Sr. Wealth Advisor

Josh Patterson has been working in the financial services industry since 1998. In 2018, Josh joined Avidian Wealth Solutions, LLC (Avidian) as a Senior Wealth Advisor. Prior to joining Avidian, Josh was a founding partner of an independent wealth management firm, where his primary focus was on new business development, investment management, maintaining client relationships and serving the financial planning needs of the firm’s clients.  Prior to founding his wealth management firm, in 2002, Josh worked as an Associate Vice President with Morgan Stanley Financial Services where he focused on new business development.  Josh began his career in 1998 with UBS Financial Services.

Josh attended Texas Lutheran University where he earned a Bachelor of Science – Double Major in Mathematics and Economics, 1998, and spent one semester in Washington DC studying economic policy while attending American University.

Currently, Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®).

Josh is actively involved within the Financial Planning Association, Houston Chapter, to enhance the scope and efficiency of the financial planning process for clients. Josh is actively involved at his local church where he and his wife lead a weekly bible study class.  He also enjoys coaching his children’s various sports’ teams.  Josh and his wife Nisha have been married since 2000 and have three children, Logan Andie and Eli.

 

We look forward
to connecting

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

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