Jay Patterson

Jay works with individuals and families who want clarity and confidence as they prepare for their next chapter. He helps clients simplify financial decisions and stay focused on their most important lifestyle goals.

After earning his Finance degree from Wake Forest University, Jay began his career in corporate finance at United Technologies, a Fortune 100 company. While the role provided valuable perspective, he was drawn to relationship focused work in helping families manage their finances and plan for the future.

In 2018, Jay joined his father’s team at Carroll Financial, becoming part of a practice built on long-term relationships and consistent guidance. The team transitioned to Wealth Enhancement in 2021, where Jay now serves as a Vice President Financial Advisor.

Jay takes a thoughtful, client-centered approach to his work as a financial planner, recognizing that financial decisions are informed by many variables. He has completed The Allender Center’s Narrative Focused Trauma Care Level 1 and 2 training and incorporates a trauma informed perspective into his work as a financial advisor—empowering clients who have experienced difficult personal trials navigate financial decisions with greater clarity, understanding, and confidence.

Outside of his work with clients, Jay spends most of his time with his wife and daughter. He leads a Community Group alongside his wife at Hope Community Church in Charlotte and serves as a board member for Gethsemane Garden Christian Centre, a Kenyan Christian boarding school located on Mfangano Island. He also enjoys running, working in the garden, and spending time with family and friends.