Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Jim Patterson, III is a Registered Representative of Equity Services, Inc.
Registered Representative, Equity Services, Inc.
(540) 989-0109
James L. Patterson, III is a Registered Representative of Equity Services, Inc. and offers securities in CA (0L79540), MD, VA, WV. James is also insurance-licensed in CA, FL, MD, NC, VA.
William R. McCloe, Jr. is a Registered Representative of Equity Services
Andrew Gentiluomo, MBA
Registered Representative, Investment Adviser Representative, Equity Services, Inc.
(540) 989-0109
Patrick S. Harmon
Registered Representative, Investment Adviser Representative, Equity Services, Inc.
(540) 989-0109
Patrick Harmon is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.
David M. Jackson
Registered Representative, Investment Adviser Representative, Equity Services, Inc.
(540) 989-0109
John W. Sparger is a Registered Representative of Equity Services, Inc.
