Daniel Patterson

Daniel Patterson, CFP®, is currently the Vice President and Wealth Planner at Fidelity Investments. They have built a diverse career in the financial sector, including roles as a Financial Consultant and Investment Consultant at Fidelity, as well as experience as a Financial Advisor at Merrill Lynch. Previously, they interned at Forsythe and served as a Registered Client Service Associate at UBS Wealth Management. Daniel earned a B.S. in Business Administration with a focus in Finance from the University of Colorado at Boulder’s Leeds School of Business.