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Submitted URL: https://www.corinnepattesonrbc.com/
Effective URL: https://us.rbcwealthmanagement.com/web/corinne.patteson/
Submission: On April 01 via api from CA — Scanned from NL
Effective URL: https://us.rbcwealthmanagement.com/web/corinne.patteson/
Submission: On April 01 via api from CA — Scanned from NL
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<h2>Helping you grow more than wealth</h2>
<h2> </h2>
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<h3>Value statement</h3>
<p>I offer each of our clients the opportunity to know the answer to two important questions:</p>
</div>
<p>1.) At the end of your life will you successfully achieve your financial goals?</p>
<p>2.) Do you have any financial blind spots that can be addressed to protect your dreams?</p>
<p>I help safeguard you through a customized wealth management strategy. RBC offers a boutique approach to our clients with an extensive range of services to help meet any wealth management needs. I then guide you by matching your expectations
with the reality of your risk tolerance. I create a unique personal wealth plan so you can feel confident and realistically know that you can accomplish your goals.</p>
<p>Through the years I continue to guide you making any necessary changes and adjusting for unforeseen bumps along the way. My hands-on approach to financial management enables us to provide you with the confidence to look toward the future
knowing you are in the best possible position.</p>
<p>Who are my typical clients? They are people from all walks of life. I help them manage all aspects of their finances.</p>
<ul>
<li>I serve those clients who are in their wealth accumulation phase of life make important decisions and plan for the future, as well as those who have reached retirement by helping them confidently fund their early retirement years.</li>
<li>I work with my retired clients to create a plan to help maximize wealth preservation and retirement income. I am passionate about creating a comfortable quality of life that takes into consideration all of their needs. My
360-degree approach is not just about finance — it is about enabling my clients to enjoy life with the freedom to do more of what they love.</li>
<li>I help successful small business professionals with their investments, banking and lending needs and benefit implementation.</li>
<li>I proactively serve young couples with growing families who are busy with their professional lives. I help develop insurance strategies that can protect their growing family, fund college savings plans, acquire competitive mortgage and
credit lines to cover expenses and major purchases. Most importantly I construct a customized wealth plan that helps encompass the big picture.</li>
</ul>
<p>My goal is to always be looking out for your financial wellbeing so you can concentrate on enjoying retirement, establishing thriving businesses, cultivating careers and creating stability within your families.</p>
<p> </p>
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<h3>Global Insight Monthly</h3>
<h4><img alt="Global Insight Cover Image - Feb 2024" src="/documents/10192/0/GIMonthlyMarch24.jpg/be81e5bd-2165-4755-a358-0a4a0f880bf3?t=1709826281016" style="float: left; width: 185px; height: 240px;">Four for 2024: Key things to know about U.S.
Elections</h4>
<p><a href="https://www.rbcinsight.com/wm/Share/ResearchViewer/?SSS_CDC3CBFC80C56743614E5A566A04785F" target="_blank">Read the Global Insight Monthly »</a></p>
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<h3>Let's take the next step together</h3>
<p>I welcome you to experience the RBC Wealth Management difference yourself. <a href="javascript:contacturl();">Contact me</a> today to set up a meeting.</p>
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<h3>My practice</h3>
<p><img alt="Image of Corinne Patteson" src="/documents/4813568/4813648/Patteson_Corinne+0822+c+250+DQLB3MA+%281%29.jpg/59d2588b-b2c9-49c9-be34-27e020e04d6d?t=1685022177779" style="width: 250px; height: 250px;"></p>
<p>Learn more <a href="http://us.rbcwm.com/corinne.patteson/about-us">about me</a>. </p>
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<section class="mod well box-pad-30 cards-side">
<h4 class="spacer-15">Latest Insights</h4>
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<div class="row-fluid">
<div class="da-blog-entry span12">
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<div class="image-block spacer-15"><img src="/da-portlet/../delegate/services/file/4995187/content" alt="Paris in the springtime" title="Paris in the springtime" class="img-resp"> </div>
</div>
<div class="col-md-12 col-xs-8"> <a href="/corinne.patteson/blog/4995222-The-metamorphosis-of-European-equities"> <h4 class="meta-normal no-marg-bottom">The metamorphosis of European equities </h4> </a> <span
class="subheader-subtle spacer-10 display-block"> </span>
<p class="spacer-5">No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the
asset class. </p>
<p class="label-tag marg-y-5 spacer-5"> </p>
<a href="/corinne.patteson/blog/4995222-The-metamorphosis-of-European-equities" class="link-chev italic display-iblock" aria-label="Read more - The metamorphosis of European equities"> Read more</a>
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CORINNE PATTESON, CPFA®
First Vice President - Financial Advisor - Senior Portfolio Manager - Portfolio
Focus
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* Wealth management approach
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HELPING YOU GROW MORE THAN WEALTH
* Upcoming Events
* Previous Events
THERE ARE NO EVENTS TO SHOW
INVEST IN YOURSELF: FINANCIAL SELF-CARE FOR WOMAN - THREE PART SERIES FOR THE
SEASONS OF YOUR LIFE
Feb 25, 2024 01:00 PM Eastern Standard Time - Feb 25, 2024 02:30 PM Eastern
Standard Time
225 Schilling Circle Suite 250 Hunt Valley, MD , 21031
PART ONE: “PLANT THE SEEDS FOR YOUR FINANCIAL LEGACY”
Corinne Patteson is presenting with fellow RBC Financial Advisor, Susan Hovanec,
a 3-part event series for women, on financial self-care. The first session will
be Sunday, February 25, 2024 from 1:00 - 2:30 pm at the RBC Wealth Management
office in Hunt Valley, MD. If you are interested in joining us, grab a friend or
2, and send an email to cari.neitzey@rbc.com to secure your spot. Space is
limited.
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VALUE STATEMENT
I offer each of our clients the opportunity to know the answer to two important
questions:
1.) At the end of your life will you successfully achieve your financial goals?
2.) Do you have any financial blind spots that can be addressed to protect your
dreams?
I help safeguard you through a customized wealth management strategy. RBC offers
a boutique approach to our clients with an extensive range of services to help
meet any wealth management needs. I then guide you by matching your expectations
with the reality of your risk tolerance. I create a unique personal wealth plan
so you can feel confident and realistically know that you can accomplish your
goals.
Through the years I continue to guide you making any necessary changes and
adjusting for unforeseen bumps along the way. My hands-on approach to financial
management enables us to provide you with the confidence to look toward the
future knowing you are in the best possible position.
Who are my typical clients? They are people from all walks of life. I help them
manage all aspects of their finances.
* I serve those clients who are in their wealth accumulation phase of life make
important decisions and plan for the future, as well as those who have
reached retirement by helping them confidently fund their early retirement
years.
* I work with my retired clients to create a plan to help maximize wealth
preservation and retirement income. I am passionate about creating a
comfortable quality of life that takes into consideration all of their needs.
My 360-degree approach is not just about finance — it is about enabling my
clients to enjoy life with the freedom to do more of what they love.
* I help successful small business professionals with their investments,
banking and lending needs and benefit implementation.
* I proactively serve young couples with growing families who are busy with
their professional lives. I help develop insurance strategies that can
protect their growing family, fund college savings plans, acquire competitive
mortgage and credit lines to cover expenses and major purchases. Most
importantly I construct a customized wealth plan that helps encompass the big
picture.
My goal is to always be looking out for your financial wellbeing so you can
concentrate on enjoying retirement, establishing thriving businesses,
cultivating careers and creating stability within your families.
GLOBAL INSIGHT MONTHLY
FOUR FOR 2024: KEY THINGS TO KNOW ABOUT U.S. ELECTIONS
Read the Global Insight Monthly »
LET'S TAKE THE NEXT STEP TOGETHER
I welcome you to experience the RBC Wealth Management difference yourself.
Contact me today to set up a meeting.
MY PRACTICE
Learn more about me.
LATEST INSIGHTS
THE METAMORPHOSIS OF EUROPEAN EQUITIES
No longer wan and listless, we think European equities are emerging from their
chrysalis with newfound potential. We look at how the investment story is
transforming and why investors should take a fresh look at the asset class.
Read more
BULLETIN BOARD
* June 15, 2023
Trend & cycle roadmap
* March 25, 2024
Market week
* January 9, 2024
Retirement Plan Update
* January 9, 2024
Municipal market insight
* January 2, 2024
Trend & cycle: The long view
Corinne Patteson is currently registered to conduct business with residents of
the following states: AZ, CA, CO, CT, DC, DE, FL, LA, MA, MD, NC, NY, OH, PA,
SC, TX, VA.
Read additional advisor disclosures.
Obtain more information about this financial advisor on FINRA's BrokerCheck
website
--------------------------------------------------------------------------------
Investment and insurance products offered through RBC Wealth Management are not
insured by the FDIC or any other federal government agency, are not deposits or
other obligations of, or guaranteed by, a bank or any bank affiliate, and are
subject to investment risks, including possible loss of the principal amount
invested.
Contact information
Corinne Patteson, CPFA®
First Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
Phone: 410-259-2418
Donna Spigler
Client Associate
Phone: 410-316-5409
Cari Neitzey, APP
Investment Associate
Phone: 202-661-9587
--------------------------------------------------------------------------------
Address
Hunt Valley
225 Schilling Circle, Suite 250
Hunt Valley, MD 21031
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