Nicholas Patterson

Nicholas Patterson
Financial Consultant Truist Investment Services, Inc.

235 Magrath Darby Blvd

Ste 330,

Mount Pleasant, SC 29464

nicholas.patterson@truist.com

Phone 843-708-9736

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About me

Background

Nick Patterson is a Financial Consultant based in Mount Pleasant, South Carolina, who focuses on helping individuals, families, and local business owners build a strong financial foundation. As part of a team of financial advisors serving Mount Pleasant, SC, he supports clients with clear, dependable guidance around investing, retirement planning, and managing day-to-day financial decisions.

Nick believes financial guidance should be approachable, transparent, and built around each client’s real-life goals. He takes the time to understand what matters most, whether that includes preparing for retirement, investing consistently, improving cash flow, or navigating the financial side of running a business. His approach is grounded in clear communication and practical planning so clients can move forward with well-being.

He especially enjoys working with individuals who may feel uncertain about where to start or who want more personal experience. By keeping conversations straightforward and focused, Nick creates an environment where clients can feel comfortable asking questions, understanding their options, and making steady progress over time.

Nick holds his Series 7 and Series 66 licenses and graduated from Clemson University with a degree in Financial Management and a minor in Accounting. He is committed to building long-term relationships based on trust, consistency, and personalized service. If you are searching for financial guidance in Mount Pleasant, SC and want to work with a team that strives to meet you where you are, schedule a call to begin building your plan.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Financial Management, B.S.
Clemson University 2025

Personal Interests

Outside of the office, Nick enjoys staying active and creative in a way that reflects his laid-back and intrinsically driven personality. A Mount Pleasant native, he appreciates everything the Lowcountry has to offer, especially time spent near the water and at the beach.

Music plays a big role in Nick’s life. He enjoys playing guitar both on his own and as part of local bands, and he can often be found attending live concerts whenever he has the chance. Whether practicing at home or performing with others, music provides an important creative outlet and a way to unwind.

Nick also prioritizes staying active and maintaining a consistent routine at the gym. He enjoys traveling and values the opportunity to experience new places, cultures, and perspectives.

His approach to life carries over into his work, where he aims to build genuine relationships and help clients feel comfortable and confident. Nick believes that taking a steady, thoughtful approach both personally and professionally leads to better long-term outcomes and more meaningful progress over time.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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