Jimmy Patrick Overview

  • Primary Position
  • Partner & Senior...

Jimmy Patrick General Information

Biography

Mr. Jimmy Patrick serves as Partner & Senior Wealth Advisor at Edge Capital Group. On a daily basis, he helps guide the strategic direction of our firm, build enduring relationships, and serve the unique investment needs of our clients. He believes that a willingness to listen is paramount to the success of an advisor and works with our team to find creative solutions for our client's specific circumstances. He appreciates that his role with Edge allows him to travel and meet new people. One of his favorite aspects of working in the industry is the opportunity to learn from our clients, many of whom have been highly successful entrepreneurs. He considers it a privilege to help these individuals and their families achieve their goals and objectives across multiple generations. Born and raised in Hickory, North Carolina, he graduated from Episcopal High School in Alexandria, VA in 1984. He received both his Bachelor of Science in Business Administration and a Master of Business Administration from the University of North Carolina at Chapel Hill.

Contact Information

Primary Position
Partner & Senior Wealth Advisor, Edge Capital Group
Education
University of North Carolina, Chapel Hill, BBA (Bachelor of Business Administration)
Gender
Male
Email
jp
Phone
+1 (919)
Address
  • 200 South College Street
  • Suite 1520
  • Charlotte, NC 28202
  • United States
+1 (704)

Jimmy Patrick Positions (1)

Firm name Firm type Title Location Industry Since
Edge Capital Group Limited Partner Partner & Senior Wealth Advisor Atlanta, GA Wealth Management Firm

Jimmy Patrick FAQs

  • Who is Jimmy Patrick?

    Mr. Jimmy Patrick serves as Partner & Senior Wealth Advisor at Edge Capital Group.

  • How much does Jimmy Patrick typically invest?

    Jimmy Patrick's median deal size is .

  • What is Jimmy Patrick’s main position?

    Jimmy Patrick’s primary position is Partner & Senior Wealth Advisor.

  • What are the contact details for Jimmy Patrick?

    Jimmy Patrick’s email address is jp and his phone number is +1 (919) .

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