Patrick brings Proximity clients proven leadership and substantial experience through more than two decades in executive positions in business, with the majority of those years in the financial services industry. Before co-founding Proximity in 2007, he was a private financial advisor at SunTrust Banks Inc., one of the largest financial holding companies in the US. As a member of their Private Wealth Management Team for the Raleigh/Durham area, Patrick guided diverse customers in creating, protecting, and transferring wealth. In 2006, he was selected to sit on the Advisory Council of SunTrust Investment Services. Patrick has done postgraduate work at North Carolina State University.
Prior to its acquisition by SunTrust in 2005, Patrick served as a vice president for Central Carolina Bank, where his clients included executives, professional athletes, and owners of small businesses.
Patrick’s early experience as a successful entrepreneur affords him an in-depth and personal understanding of the needs of his clients. The Raleigh native and graduate of Broughton High School was studying business administration at NC State when he founded Simpkins Landscaping, Construction and Debris Removal. As his business quickly grew, he developed an interest in wealth management. Patrick later sold the business and joined the Raleigh office of AXA Advisors LLC, a subsidiary of the global financial giant.
Licenses: 6,7,63,65, life & health, multiple states. LTC-Long Term Care. Member, Financial Services Institute.